Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-584
Closed -$50K 173
2022
Q3
$50K Hold
584
0.01% 138
2022
Q2
$53K Hold
584
0.01% 142
2022
Q1
$47K Hold
584
0.01% 153
2021
Q4
$44K Hold
584
0.01% 159
2021
Q3
$43K Hold
584
0.01% 166
2021
Q2
$45K Sell
584
-28
-5% -$2.16K 0.01% 162
2021
Q1
$45K Hold
612
0.01% 158
2020
Q4
$48K Sell
612
-6,030
-91% -$473K 0.01% 130
2020
Q3
$526K Buy
6,642
+6,030
+985% +$478K 0.08% 82
2020
Q2
$45K Buy
+612
New +$45K 0.01% 142