Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,000
Closed -$37K 418
2022
Q3
$37K Hold
1,000
﹤0.01% 559
2022
Q2
$44K Hold
1,000
﹤0.01% 532
2022
Q1
$45K Sell
1,000
-10
-1% -$450 ﹤0.01% 539
2021
Q4
$43K Buy
1,010
+10
+1% +$426 ﹤0.01% 552
2021
Q3
$39K Buy
+1,000
New +$39K ﹤0.01% 540
2020
Q2
Sell
-99
Closed -$4.21K 1071
2020
Q1
$4.21K Hold
99
﹤0.01% 649
2019
Q4
$4.76K Hold
99
﹤0.01% 921
2019
Q3
$4.8K Buy
+99
New +$4.8K ﹤0.01% 1010