Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-138
Closed -$19K 753
2022
Q2
$19K Buy
138
+6
+5% +$826 ﹤0.01% 736
2022
Q1
$29K Hold
132
﹤0.01% 677
2021
Q4
$38K Sell
132
-21
-14% -$6.05K ﹤0.01% 672
2021
Q3
$81K Buy
153
+24
+19% +$12.7K ﹤0.01% 645
2021
Q2
$96K Sell
129
-3
-2% -$2.23K ﹤0.01% 622
2021
Q1
$99K Sell
132
-45
-25% -$33.8K ﹤0.01% 638
2020
Q4
$97K Sell
177
-19
-10% -$10.4K ﹤0.01% 601
2020
Q3
$205K Buy
196
+118
+151% +$123K 0.01% 574
2020
Q2
$96K Buy
+78
New +$96K ﹤0.01% 586