Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,901
Closed -$107K 978
2022
Q3
$107K Hold
1,901
﹤0.01% 405
2022
Q2
$156K Buy
1,901
+201
+12% +$16.5K 0.01% 346
2022
Q1
$213K Buy
1,700
+1,000
+143% +$125K 0.01% 345
2021
Q4
$160K Buy
700
+100
+17% +$22.9K 0.01% 393
2021
Q3
$188K Sell
600
-70
-10% -$21.9K 0.01% 343
2021
Q2
$308K Sell
670
-1,198
-64% -$551K 0.01% 293
2021
Q1
$609K Buy
1,868
+1,072
+135% +$349K 0.03% 197
2020
Q4
$264K Sell
796
-288
-27% -$95.5K 0.02% 213
2020
Q3
$205K Buy
1,084
+100
+10% +$18.9K 0.02% 209
2020
Q2
$115K Hold
984
0.01% 255
2020
Q1
$86.1K Buy
984
+534
+119% +$46.7K 0.01% 278
2019
Q4
$60.3K Hold
450
0.01% 381
2019
Q3
$45.8K Buy
+450
New +$45.8K 0.01% 486