Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-156
Closed -$5K 932
2022
Q1
$5K Hold
156
﹤0.01% 551
2021
Q4
$4K Sell
156
-41
-21% -$1.05K ﹤0.01% 709
2021
Q3
$5K Sell
197
-231
-54% -$5.86K ﹤0.01% 657
2021
Q2
$12K Sell
428
-127
-23% -$3.56K ﹤0.01% 463
2021
Q1
$15K Hold
555
﹤0.01% 370
2020
Q4
$13K Sell
555
-32
-5% -$750 ﹤0.01% 371
2020
Q3
$10K Buy
587
+39
+7% +$664 ﹤0.01% 389
2020
Q2
$9K Buy
548
+322
+142% +$5.29K ﹤0.01% 393
2020
Q1
$3K Buy
226
+107
+90% +$1.42K ﹤0.01% 569
2019
Q4
$3K Buy
119
+5
+4% +$126 ﹤0.01% 717
2019
Q3
$3K Hold
114
﹤0.01% 656
2019
Q2
$4K Sell
114
-120
-51% -$4.21K ﹤0.01% 534
2019
Q1
$8K Hold
234
﹤0.01% 345
2018
Q4
$7K Buy
234
+5
+2% +$150 ﹤0.01% 347
2018
Q3
$9K Buy
229
+189
+473% +$7.43K ﹤0.01% 338
2018
Q2
$1K Hold
40
﹤0.01% 588
2018
Q1
$2K Hold
40
﹤0.01% 533
2017
Q4
$2K Hold
40
﹤0.01% 521
2017
Q3
$2K Hold
40
﹤0.01% 514
2017
Q2
$2K Hold
40
﹤0.01% 501
2017
Q1
$2K Hold
40
﹤0.01% 502
2016
Q4
$2K Hold
40
﹤0.01% 467
2016
Q3
$1K Hold
40
﹤0.01% 525
2016
Q2
$1K Hold
40
﹤0.01% 527
2016
Q1
$1K Sell
40
-3
-7% -$75 ﹤0.01% 548
2015
Q4
$1K Buy
43
+11
+34% +$256 ﹤0.01% 504
2015
Q3
$1K Hold
32
﹤0.01% 521
2015
Q2
$1K Hold
32
﹤0.01% 506
2015
Q1
$1K Hold
32
﹤0.01% 515
2014
Q4
$1K Hold
32
﹤0.01% 506
2014
Q3
$1K Hold
32
﹤0.01% 506
2014
Q2
$1K Hold
32
﹤0.01% 441
2014
Q1
$1K Sell
32
-158
-83% -$4.94K ﹤0.01% 457
2013
Q4
$7K Buy
+190
New +$7K 0.01% 328