Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,772
Closed -$213K 810
2021
Q4
$213K Buy
4,772
+145
+3% +$6.47K ﹤0.01% 713
2021
Q3
$255K Buy
4,627
+95
+2% +$5.24K ﹤0.01% 623
2021
Q2
$226K Sell
4,532
-42
-0.9% -$2.09K ﹤0.01% 665
2021
Q1
$220K Buy
+4,574
New +$220K ﹤0.01% 662
2018
Q2
Sell
-1,200
Closed -$79K 586
2018
Q1
$79K Hold
1,200
﹤0.01% 461
2017
Q4
$90K Buy
1,200
+590
+97% +$44.3K ﹤0.01% 454
2017
Q3
$39K Buy
+610
New +$39K ﹤0.01% 468