Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-900
Closed -$51K 255
2022
Q3
$51K Buy
900
+1
+0.1% +$57 0.02% 300
2022
Q2
$48K Buy
899
+1
+0.1% +$53 0.02% 313
2022
Q1
$51K Sell
898
-162
-15% -$9.2K 0.01% 322
2021
Q4
$50K Buy
1,060
+1
+0.1% +$47 0.01% 325
2021
Q3
$44K Buy
1,059
+1
+0.1% +$42 0.01% 339
2021
Q2
$46K Buy
1,058
+61
+6% +$2.65K 0.01% 331
2021
Q1
$46K Hold
997
0.01% 322
2020
Q4
$38K Buy
997
+204
+26% +$7.78K 0.01% 338
2020
Q3
$22K Hold
793
0.01% 366
2020
Q2
$21K Hold
793
0.01% 363
2020
Q1
$18K Hold
793
0.01% 336
2019
Q4
$22K Sell
793
-436
-35% -$12.1K 0.01% 334
2019
Q3
$34K Sell
1,229
-78
-6% -$2.16K 0.01% 284
2019
Q2
$38K Buy
+1,307
New +$38K 0.01% 284