Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-215
Closed -$58K 714
2022
Q3
$58K Buy
215
+41
+24% +$11.1K 0.01% 306
2022
Q2
$50K Sell
174
-8
-4% -$2.3K 0.01% 308
2022
Q1
$58K Buy
182
+61
+50% +$19.4K 0.01% 305
2021
Q4
$42K Hold
121
﹤0.01% 341
2021
Q3
$35K Hold
121
﹤0.01% 345
2021
Q2
$35K Sell
121
-2
-2% -$579 ﹤0.01% 328
2021
Q1
$34K Sell
123
-13
-10% -$3.59K ﹤0.01% 327
2020
Q4
$36K Buy
136
+77
+131% +$20.4K 0.01% 308
2020
Q3
$14K Hold
59
﹤0.01% 395
2020
Q2
$13K Buy
59
+5
+9% +$1.1K ﹤0.01% 400
2020
Q1
$9K Buy
+54
New +$9K ﹤0.01% 431
2019
Q2
Sell
-2
Closed 855
2019
Q1
$0 Sell
2
-34
-94% ﹤0.01% 855
2018
Q4
$6K Buy
+36
New +$6K ﹤0.01% 513