Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,716
Closed -$348K 373
2021
Q4
$348K Buy
6,716
+1,301
+24% +$67.4K 0.04% 248
2021
Q3
$322K Buy
5,415
+229
+4% +$13.6K 0.04% 247
2021
Q2
$324K Buy
+5,186
New +$324K 0.04% 245
2019
Q3
Sell
-90
Closed -$7K 468
2019
Q2
$7K Sell
90
-3
-3% -$233 ﹤0.01% 547
2019
Q1
$6K Sell
93
-7
-7% -$452 ﹤0.01% 551
2018
Q4
$5K Sell
100
-31
-24% -$1.55K ﹤0.01% 528
2018
Q3
$8K Sell
131
-16
-11% -$977 ﹤0.01% 489
2018
Q2
$9K Hold
147
0.01% 480
2018
Q1
$9K Sell
147
-169
-53% -$10.3K 0.01% 445
2017
Q4
$17K Buy
+316
New +$17K 0.01% 369