Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-15,110
Closed -$65K 687
2022
Q3
$65K Buy
+15,110
New +$65K ﹤0.01% 534
2022
Q2
Sell
-10,877
Closed -$59K 675
2022
Q1
$59K Buy
10,877
+659
+6% +$3.58K ﹤0.01% 582
2021
Q4
$64K Buy
+10,218
New +$64K ﹤0.01% 375
2020
Q3
Sell
-2,335
Closed -$10K 624
2020
Q2
$10K Buy
+2,335
New +$10K ﹤0.01% 561
2019
Q4
Sell
-1,797
Closed -$9K 698
2019
Q3
$9K Buy
1,797
+1,152
+179% +$5.77K ﹤0.01% 366
2019
Q2
$3K Sell
645
-2,194
-77% -$10.2K ﹤0.01% 595
2019
Q1
$16K Hold
2,839
﹤0.01% 223
2018
Q4
$17K Buy
2,839
+1,670
+143% +$10K ﹤0.01% 204
2018
Q3
$7K Buy
+1,169
New +$7K ﹤0.01% 245