Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,200
Closed -$65K 328
2022
Q2
$65K Hold
1,200
0.01% 276
2022
Q1
$65K Hold
1,200
0.01% 322
2021
Q4
$66K Hold
1,200
0.01% 361
2021
Q3
$57K Hold
1,200
0.01% 355
2021
Q2
$60K Sell
1,200
-138
-10% -$6.9K 0.01% 355
2021
Q1
$60K Sell
1,338
-298
-18% -$13.4K 0.01% 359
2020
Q4
$75K Buy
+1,636
New +$75K 0.01% 310
2019
Q1
Sell
-4,876
Closed -$233K 163
2018
Q4
$233K Buy
+4,876
New +$233K 0.07% 124