Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-97
Closed -$11K 1608
2022
Q2
$11K Buy
+97
New +$11K ﹤0.01% 858
2022
Q1
Sell
-152
Closed -$18K 1417
2021
Q4
$18K Sell
152
-8
-5% -$947 ﹤0.01% 733
2021
Q3
$24K Sell
160
-752
-82% -$113K ﹤0.01% 624
2021
Q2
$207K Sell
912
-98
-10% -$22.2K 0.02% 255
2021
Q1
$229K Sell
1,010
-146
-13% -$33.1K 0.03% 194
2020
Q4
$269K Sell
1,156
-631
-35% -$147K 0.04% 121
2020
Q3
$525K Sell
1,787
-49
-3% -$14.4K 0.09% 52
2020
Q2
$396K Sell
1,836
-106
-5% -$22.9K 0.08% 67
2020
Q1
$378K Buy
1,942
+1,915
+7,093% +$373K 0.1% 45
2019
Q4
$6K Hold
27
﹤0.01% 570
2019
Q3
$5K Sell
27
-42
-61% -$7.78K ﹤0.01% 268
2019
Q2
$12K Buy
+69
New +$12K ﹤0.01% 230
2019
Q1
Sell
-10
Closed -$1K 336
2018
Q4
$1K Buy
+10
New +$1K ﹤0.01% 475