Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-140
Closed -$1K 1136
2022
Q3
$1K Buy
+140
New +$1K ﹤0.01% 1060
2022
Q1
Sell
-1,301
Closed -$8K 1003
2021
Q4
$8K Buy
1,301
+330
+34% +$2.03K ﹤0.01% 837
2021
Q3
$5K Hold
971
﹤0.01% 857
2021
Q2
$5K Hold
971
﹤0.01% 814
2021
Q1
$4K Buy
+971
New +$4K ﹤0.01% 897
2020
Q4
Sell
-2,214
Closed -$9K 787
2020
Q3
$9K Hold
2,214
﹤0.01% 597
2020
Q2
$10K Hold
2,214
﹤0.01% 545
2020
Q1
$7K Buy
2,214
+214
+11% +$677 ﹤0.01% 557
2019
Q4
$7K Hold
2,000
﹤0.01% 592
2019
Q3
$10K Buy
+2,000
New +$10K ﹤0.01% 545