Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,834
Closed -$16K 800
2022
Q2
$16K Buy
1,834
+144
+9% +$1.26K ﹤0.01% 744
2022
Q1
$32K Buy
1,690
+112
+7% +$2.12K ﹤0.01% 675
2021
Q4
$62K Buy
+1,578
New +$62K ﹤0.01% 658
2021
Q2
Sell
-19,789
Closed -$1.27M 773
2021
Q1
$1.27M Sell
19,789
-20,252
-51% -$1.3M 0.02% 249
2020
Q4
$2.84M Buy
40,041
+23,646
+144% +$1.68M 0.06% 162
2020
Q3
$815K Sell
16,395
-8,289
-34% -$412K 0.03% 229
2020
Q2
$972K Buy
24,684
+1,849
+8% +$72.8K 0.03% 181
2020
Q1
$364K Buy
+22,835
New +$364K 0.02% 251