Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,498
Closed -$40K 1065
2022
Q3
$40K Hold
1,498
0.01% 338
2022
Q2
$43K Buy
+1,498
New +$43K 0.01% 329
2021
Q3
Sell
-2,602
Closed -$126K 1039
2021
Q2
$126K Hold
2,602
0.02% 216
2021
Q1
$111K Hold
2,602
0.02% 225
2020
Q4
$107K Buy
+2,602
New +$107K 0.02% 219
2019
Q1
Sell
-214
Closed -$4K 901
2018
Q4
$4K Hold
214
﹤0.01% 590
2018
Q3
$8K Buy
+214
New +$8K ﹤0.01% 553
2017
Q3
Sell
-289
Closed -$6K 990
2017
Q2
$6K Buy
+289
New +$6K ﹤0.01% 605