Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-260
Closed -$48K 400
2022
Q3
$48K Sell
260
-33
-11% -$6.09K 0.02% 311
2022
Q2
$52K Hold
293
0.02% 298
2022
Q1
$99K Hold
293
0.03% 230
2021
Q4
$108K Sell
293
-14
-5% -$5.16K 0.03% 233
2021
Q3
$121K Hold
307
0.04% 210
2021
Q2
$141K Hold
307
0.04% 187
2021
Q1
$114K Hold
307
0.04% 210
2020
Q4
$110K Hold
307
0.04% 202
2020
Q3
$92K Hold
307
0.03% 199
2020
Q2
$110K Sell
307
-4
-1% -$1.43K 0.04% 162
2020
Q1
$82K Buy
311
+11
+4% +$2.9K 0.03% 165
2019
Q4
$95K Hold
300
0.03% 184
2019
Q3
$88K Buy
300
+3
+1% +$880 0.03% 185
2019
Q2
$106K Sell
297
-124
-29% -$44.3K 0.04% 158
2019
Q1
$127K Sell
421
-58
-12% -$17.5K 0.05% 141
2018
Q4
$139K Buy
479
+263
+122% +$76.3K 0.06% 122
2018
Q3
$77K Hold
216
0.03% 192
2018
Q2
$58K Hold
216
0.02% 213
2018
Q1
$49K Buy
+216
New +$49K 0.02% 240