Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,252
Closed -$43K 979
2022
Q3
$43K Buy
1,252
+50
+4% +$1.72K ﹤0.01% 540
2022
Q2
$42K Sell
1,202
-20
-2% -$699 ﹤0.01% 539
2022
Q1
$43K Buy
1,222
+61
+5% +$2.15K ﹤0.01% 547
2021
Q4
$40K Buy
1,161
+17
+1% +$586 ﹤0.01% 564
2021
Q3
$40K Sell
1,144
-1
-0.1% -$35 ﹤0.01% 539
2021
Q2
$39K Sell
1,145
-8
-0.7% -$272 ﹤0.01% 553
2021
Q1
$40K Buy
1,153
+3
+0.3% +$104 ﹤0.01% 477
2020
Q4
$45K Buy
1,150
+1,120
+3,733% +$43.8K ﹤0.01% 389
2020
Q3
$1K Hold
30
﹤0.01% 971
2020
Q2
$1K Sell
30
-8
-21% -$267 ﹤0.01% 1019
2020
Q1
$904 Sell
38
-76
-67% -$1.81K ﹤0.01% 942
2019
Q4
$2.52K Hold
114
﹤0.01% 1035
2019
Q3
$2.59K Buy
+114
New +$2.59K ﹤0.01% 1156