Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-88
Closed -$2K 473
2022
Q3
$2K Buy
88
+40
+83% +$909 ﹤0.01% 847
2022
Q2
$1K Buy
48
+4
+9% +$83 ﹤0.01% 936
2022
Q1
$1K Buy
+44
New +$1K ﹤0.01% 918
2020
Q4
Sell
-544
Closed -$14K 942
2020
Q3
$14K Hold
544
﹤0.01% 385
2020
Q2
$11K Buy
+544
New +$11K ﹤0.01% 423
2015
Q3
Sell
-2,400
Closed -$11K 1035
2015
Q2
$11K Buy
+2,400
New +$11K ﹤0.01% 497