Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-239
Closed -$28K 842
2022
Q3
$28K Buy
239
+120
+101% +$14.1K ﹤0.01% 596
2022
Q2
$17K Sell
119
-42
-26% -$6K ﹤0.01% 685
2022
Q1
$28K Buy
161
+24
+18% +$4.17K ﹤0.01% 599
2021
Q4
$35K Buy
137
+36
+36% +$9.2K ﹤0.01% 583
2021
Q3
$38K Buy
101
+15
+17% +$5.64K ﹤0.01% 543
2021
Q2
$20K Sell
86
-63
-42% -$14.7K ﹤0.01% 659
2021
Q1
$20K Buy
149
+88
+144% +$11.8K ﹤0.01% 591
2020
Q4
$6K Hold
61
﹤0.01% 683
2020
Q3
$4K Hold
61
﹤0.01% 721
2020
Q2
$4K Sell
61
-1,000
-94% -$65.6K ﹤0.01% 735
2020
Q1
$31.8K Buy
1,061
+61
+6% +$1.83K ﹤0.01% 378
2019
Q4
$19.6K Hold
1,000
﹤0.01% 595
2019
Q3
$15.9K Buy
+1,000
New +$15.9K ﹤0.01% 715