Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-373
Closed -$30K 378
2022
Q3
$30K Sell
373
-11
-3% -$885 ﹤0.01% 587
2022
Q2
$35K Buy
384
+8
+2% +$729 ﹤0.01% 564
2022
Q1
$45K Buy
376
+19
+5% +$2.27K ﹤0.01% 538
2021
Q4
$42K Sell
357
-1,016
-74% -$120K ﹤0.01% 556
2021
Q3
$143K Sell
1,373
-520
-27% -$54.2K 0.01% 379
2021
Q2
$221K Buy
1,893
+274
+17% +$32K 0.01% 334
2021
Q1
$165K Buy
1,619
+1,612
+23,029% +$164K 0.01% 325
2020
Q4
$1K Hold
7
﹤0.01% 935
2020
Q3
$1K Hold
7
﹤0.01% 899
2020
Q2
$1K Sell
7
-10
-59% -$1.43K ﹤0.01% 938
2020
Q1
$1.56K Buy
+17
New +$1.56K ﹤0.01% 849
2019
Q4
Sell
-48
Closed -$4.39K 1260
2019
Q3
$4.39K Buy
+48
New +$4.39K ﹤0.01% 1037