Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-254
Closed -$11K 786
2022
Q3
$11K Hold
254
﹤0.01% 743
2022
Q2
$12K Sell
254
-36
-12% -$1.7K ﹤0.01% 744
2022
Q1
$17K Buy
290
+60
+26% +$3.52K ﹤0.01% 684
2021
Q4
$10K Buy
230
+10
+5% +$435 ﹤0.01% 791
2021
Q3
$8K Sell
220
-14
-6% -$509 ﹤0.01% 775
2021
Q2
$9K Sell
234
-187
-44% -$7.19K ﹤0.01% 760
2021
Q1
$15K Buy
421
+135
+47% +$4.81K ﹤0.01% 631
2020
Q4
$9K Sell
286
-3
-1% -$94 ﹤0.01% 612
2020
Q3
$10K Sell
289
-76
-21% -$2.63K ﹤0.01% 565
2020
Q2
$12K Sell
365
-365
-50% -$12K ﹤0.01% 528
2020
Q1
$22K Sell
730
-41,143
-98% -$1.24M ﹤0.01% 424
2019
Q4
$1.21M Buy
41,873
+4,073
+11% +$118K 0.15% 57
2019
Q3
$975K Buy
+37,800
New +$975K 0.12% 92