Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-15
Closed -$4K 226
2022
Q2
$4K Hold
15
﹤0.01% 380
2022
Q1
$4K Hold
15
﹤0.01% 404
2021
Q4
$3K Sell
15
-13
-46% -$2.6K ﹤0.01% 417
2021
Q3
$6K Hold
28
﹤0.01% 361
2021
Q2
$7K Sell
28
-8
-22% -$2K ﹤0.01% 348
2021
Q1
$9K Hold
36
﹤0.01% 339
2020
Q4
$7K Hold
36
﹤0.01% 337
2020
Q3
$6K Hold
36
﹤0.01% 326
2020
Q2
$7K Sell
36
-13
-27% -$2.53K 0.01% 313
2020
Q1
$9K Buy
49
+28
+133% +$5.14K 0.01% 312
2019
Q4
$4K Hold
21
﹤0.01% 349
2019
Q3
$3K Sell
21
-21
-50% -$3K ﹤0.01% 350
2019
Q2
$7K Sell
42
-153
-78% -$25.5K 0.01% 314
2019
Q1
$31K Sell
195
-860
-82% -$137K 0.02% 221
2018
Q4
$200K Buy
+1,055
New +$200K 0.17% 128