Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-270
Closed -$11K 449
2022
Q3
$11K Buy
270
+128
+90% +$5.22K ﹤0.01% 519
2022
Q2
$6K Sell
142
-28
-16% -$1.18K ﹤0.01% 604
2022
Q1
$10K Sell
170
-1,100
-87% -$64.7K ﹤0.01% 520
2021
Q4
$98K Hold
1,270
0.01% 251
2021
Q3
$65K Hold
1,270
0.01% 283
2021
Q2
$72K Buy
1,270
+43
+4% +$2.44K 0.01% 261
2021
Q1
$67K Buy
1,227
+1,114
+986% +$60.8K 0.01% 268
2020
Q4
$6K Buy
+113
New +$6K ﹤0.01% 562
2019
Q2
Sell
-45
Closed -$2K 821
2019
Q1
$2K Hold
45
﹤0.01% 660
2018
Q4
$2K Hold
45
﹤0.01% 654
2018
Q3
$1K Hold
45
﹤0.01% 771
2018
Q2
$1K Hold
45
﹤0.01% 729
2018
Q1
$1K Sell
45
-7,130
-99% -$158K ﹤0.01% 844
2017
Q4
$150K Hold
7,175
0.03% 199
2017
Q3
$158K Buy
+7,175
New +$158K 0.03% 195