Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,000
Closed -$50K 1913
2022
Q3
$50K Hold
1,000
﹤0.01% 581
2022
Q2
$64K Hold
1,000
0.01% 508
2022
Q1
$58K Hold
1,000
﹤0.01% 494
2021
Q4
$70K Hold
1,000
0.01% 449
2021
Q3
$72K Buy
+1,000
New +$72K 0.01% 418
2021
Q1
Sell
-40
Closed -$4K 1302
2020
Q4
$4K Hold
40
﹤0.01% 866
2020
Q3
$3K Hold
40
﹤0.01% 845
2020
Q2
$2K Buy
40
+13
+48% +$650 ﹤0.01% 888
2020
Q1
$1K Buy
27
+9
+50% +$333 ﹤0.01% 907
2019
Q4
$1K Hold
18
﹤0.01% 798
2019
Q3
$1K Buy
+18
New +$1K ﹤0.01% 406