Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-394
Closed -$11K 1297
2022
Q2
$11K Buy
394
+10
+3% +$279 ﹤0.01% 763
2022
Q1
$12K Hold
384
﹤0.01% 740
2021
Q4
$15K Hold
384
﹤0.01% 728
2021
Q3
$12K Buy
+384
New +$12K ﹤0.01% 725
2020
Q3
Sell
-41
Closed -$1K 1158
2020
Q2
$1K Sell
41
-6,174
-99% -$151K ﹤0.01% 1054
2020
Q1
$107K Sell
6,215
-556
-8% -$9.6K 0.02% 254
2019
Q4
$163K Buy
6,771
+4,930
+268% +$119K 0.02% 253
2019
Q3
$36.2K Buy
+1,841
New +$36.2K ﹤0.01% 523