Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-265
Closed -$25K 1123
2022
Q2
$25K Sell
265
-352
-57% -$33.2K ﹤0.01% 671
2022
Q1
$77K Sell
617
-14
-2% -$1.75K ﹤0.01% 483
2021
Q4
$99K Hold
631
0.01% 448
2021
Q3
$105K Hold
631
0.01% 443
2021
Q2
$123K Hold
631
0.01% 408
2021
Q1
$115K Hold
631
0.01% 430
2020
Q4
$105K Sell
631
-111
-15% -$18.5K 0.01% 303
2020
Q3
$96K Hold
742
0.01% 320
2020
Q2
$82K Hold
742
0.01% 296
2020
Q1
$60K Hold
742
0.01% 311
2019
Q4
$86K Sell
742
-232
-24% -$26.9K 0.01% 322
2019
Q3
$72K Hold
974
0.01% 327
2019
Q2
$65K Hold
974
0.01% 334
2019
Q1
$69K Hold
974
0.01% 308
2018
Q4
$59K Sell
974
-19
-2% -$1.15K 0.01% 299
2018
Q3
$76K Hold
993
0.01% 272
2018
Q2
$80K Hold
993
0.01% 272
2018
Q1
$70K Hold
993
0.01% 275
2017
Q4
$66K Hold
993
0.01% 288
2017
Q3
$70K Hold
993
0.01% 280
2017
Q2
$62.9K Hold
993
0.01% 286
2017
Q1
$68.1K Buy
+993
New +$68.1K 0.01% 240