Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-500
Closed -$3K 2195
2021
Q4
$3K Sell
500
-3,200
-86% -$19.2K ﹤0.01% 1884
2021
Q3
$23K Buy
3,700
+1,400
+61% +$8.7K ﹤0.01% 1483
2021
Q2
$15K Buy
+2,300
New +$15K ﹤0.01% 1615
2021
Q1
Hold
0
2286
2019
Q1
Hold
0
1779
2018
Q4
Hold
0
1842
2018
Q3
Sell
-1,052
Closed -$5K 1853
2018
Q2
$5K Buy
+1,052
New +$5K ﹤0.01% 1420
2018
Q1
Hold
0
2057
2017
Q4
Sell
-4,652
Closed -$34K 2388
2017
Q3
$34K Buy
4,652
+3,452
+288% +$25.2K ﹤0.01% 1436
2017
Q2
$6K Hold
1,200
﹤0.01% 2333
2017
Q1
$7K Buy
+1,200
New +$7K ﹤0.01% 2279
2016
Q4
Hold
0
3083
2016
Q3
Hold
0
3007
2016
Q1
Sell
-887
Closed -$3K 3024
2015
Q4
$3K Buy
+887
New +$3K ﹤0.01% 2622