Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,532
Closed -$89K 379
2022
Q3
$89K Sell
1,532
-510
-25% -$29.6K ﹤0.01% 432
2022
Q2
$143K Sell
2,042
-778
-28% -$54.5K 0.01% 365
2022
Q1
$224K Sell
2,820
-482
-15% -$38.3K 0.01% 337
2021
Q4
$288K Buy
3,302
+370
+13% +$32.3K 0.01% 308
2021
Q3
$235K Sell
2,932
-186
-6% -$14.9K 0.01% 318
2021
Q2
$219K Buy
3,118
+1,051
+51% +$73.8K 0.01% 336
2021
Q1
$145K Buy
2,067
+2,017
+4,034% +$141K 0.01% 345
2020
Q4
$3K Hold
50
﹤0.01% 805
2020
Q3
$3K Sell
50
-4
-7% -$240 ﹤0.01% 753
2020
Q2
$3K Hold
54
﹤0.01% 766
2020
Q1
$2.74K Sell
54
-527
-91% -$26.8K ﹤0.01% 749
2019
Q4
$32.9K Sell
581
-8
-1% -$453 ﹤0.01% 492
2019
Q3
$34.4K Buy
+589
New +$34.4K ﹤0.01% 531