Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-525
Closed -$65K 194
2022
Q1
$65K Hold
525
﹤0.01% 182
2021
Q4
$115K Sell
525
-235
-31% -$51.5K ﹤0.01% 178
2021
Q3
$158K Sell
760
-10
-1% -$2.08K ﹤0.01% 171
2021
Q2
$158K Buy
770
+431
+127% +$88.4K ﹤0.01% 167
2021
Q1
$68K Hold
339
﹤0.01% 121
2020
Q4
$60K Buy
+339
New +$60K ﹤0.01% 161