Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$134K Hold
500
0.03% 139
2022
Q3
$123K Sell
500
-300
-38% -$73.8K 0.03% 145
2022
Q2
$170K Sell
800
-3,521
-81% -$748K 0.04% 120
2022
Q1
$1.41M Buy
4,321
+1,025
+31% +$334K 0.23% 74
2021
Q4
$1.77M Buy
3,296
+5
+0.2% +$2.68K 0.26% 64
2021
Q3
$2.2M Hold
3,291
0.33% 55
2021
Q2
$2.24M Sell
3,291
-95
-3% -$64.5K 0.33% 51
2021
Q1
$2.02M Hold
3,386
0.33% 52
2020
Q4
$1.52M Sell
3,386
-150
-4% -$67.1K 0.26% 60
2020
Q3
$1.38M Sell
3,536
-100
-3% -$38.9K 0.26% 65
2020
Q2
$1.13M Sell
3,636
-10,386
-74% -$3.23M 0.25% 73
2020
Q1
$2.24M Buy
+14,022
New +$2.24M 0.58% 46