Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,292
Closed -$101K 414
2022
Q2
$101K Sell
1,292
-126
-9% -$9.85K 0.03% 246
2022
Q1
$116K Sell
1,418
-400
-22% -$32.7K 0.04% 242
2021
Q4
$174K Buy
1,818
+122
+7% +$11.7K 0.07% 198
2021
Q3
$152K Hold
1,696
0.07% 198
2021
Q2
$155K Buy
1,696
+530
+45% +$48.4K 0.07% 200
2021
Q1
$107K Sell
1,166
-78
-6% -$7.16K 0.05% 217
2020
Q4
$97K Buy
1,244
+64
+5% +$4.99K 0.06% 198
2020
Q3
$83K Buy
+1,180
New +$83K 0.06% 196