Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
406
2021
Q4
Hold
0
391
2021
Q3
Hold
0
396
2021
Q2
Sell
-2,504
Closed -$986K 400
2021
Q1
$986K Buy
2,504
+1,139
+83% +$449K 0.22% 100
2020
Q4
$462K Buy
1,365
+429
+46% +$145K 0.13% 140
2020
Q3
$281K Buy
+936
New +$281K 0.09% 167
2019
Q3
Sell
-500
Closed -$68K 789
2019
Q2
$68K Hold
500
0.04% 257
2019
Q1
$64K Buy
+500
New +$64K 0.04% 254