Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-66
Closed -$10K 233
2021
Q4
$10K Sell
66
-670
-91% -$102K ﹤0.01% 206
2021
Q3
$108K Buy
+736
New +$108K 0.01% 16
2021
Q2
Hold
0
61
2021
Q1
Hold
0
65
2020
Q4
Sell
-2,674
Closed -$359K 62
2020
Q3
$359K Buy
+2,674
New +$359K 0.04% 28
2020
Q1
Sell
-10,310
Closed -$1.52M 63
2019
Q4
$1.52M Sell
10,310
-7,943
-44% -$1.17M 0.1% 11
2019
Q3
$2.51M Buy
18,253
+15,306
+519% +$2.1M 0.11% 21
2019
Q2
$430K Sell
2,947
-3,565
-55% -$520K 0.03% 41
2019
Q1
$1.13M Buy
6,512
+4,237
+186% +$736K 0.06% 45
2018
Q4
$362K Buy
+2,275
New +$362K 0.02% 60