Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-231
Closed -$4K 1016
2022
Q3
$4K Hold
231
﹤0.01% 748
2022
Q2
$4K Buy
231
+8
+4% +$139 ﹤0.01% 729
2022
Q1
$6K Buy
223
+1
+0.5% +$27 ﹤0.01% 625
2021
Q4
$6K Sell
222
-37
-14% -$1K ﹤0.01% 639
2021
Q3
$6K Hold
259
﹤0.01% 607
2021
Q2
$6K Sell
259
-62
-19% -$1.44K ﹤0.01% 581
2021
Q1
$7K Sell
321
-76
-19% -$1.66K ﹤0.01% 548
2020
Q4
$7K Hold
397
﹤0.01% 542
2020
Q3
$5K Buy
+397
New +$5K ﹤0.01% 566
2017
Q4
Sell
-17
Closed 915
2017
Q3
$0 Hold
17
﹤0.01% 984
2017
Q2
$0 Buy
+17
New ﹤0.01% 1035
2017
Q1
Sell
-100
Closed -$3K 1062
2016
Q4
$3K Hold
100
﹤0.01% 812
2016
Q3
$2K Hold
100
﹤0.01% 891
2016
Q2
$2K Hold
100
﹤0.01% 853
2016
Q1
$2K Buy
+100
New +$2K ﹤0.01% 882