Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-287
Closed -$16K 906
2022
Q3
$16K Buy
287
+12
+4% +$669 ﹤0.01% 679
2022
Q2
$15K Sell
275
-63
-19% -$3.44K ﹤0.01% 705
2022
Q1
$20K Buy
338
+68
+25% +$4.02K ﹤0.01% 657
2021
Q4
$16K Hold
270
﹤0.01% 717
2021
Q3
$14K Sell
270
-30
-10% -$1.56K ﹤0.01% 696
2021
Q2
$18K Buy
300
+16
+6% +$960 ﹤0.01% 671
2021
Q1
$18K Hold
284
﹤0.01% 607
2020
Q4
$16K Hold
284
﹤0.01% 522
2020
Q3
$16K Sell
284
-37
-12% -$2.09K ﹤0.01% 505
2020
Q2
$16K Sell
321
-26
-7% -$1.3K ﹤0.01% 500
2020
Q1
$14.1K Buy
347
+12
+4% +$489 ﹤0.01% 477
2019
Q4
$18.2K Hold
335
﹤0.01% 610
2019
Q3
$15.6K Buy
+335
New +$15.6K ﹤0.01% 723