Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-532
Closed -$30K 597
2022
Q3
$30K Sell
532
-163
-23% -$9.19K 0.01% 379
2022
Q2
$57K Hold
695
0.02% 282
2022
Q1
$87K Buy
695
+60
+9% +$7.51K 0.02% 245
2021
Q4
$144K Buy
635
+3
+0.5% +$680 0.04% 196
2021
Q3
$198K Hold
632
0.06% 150
2021
Q2
$290K Hold
632
0.09% 121
2021
Q1
$205K Sell
632
-28
-4% -$9.08K 0.06% 139
2020
Q4
$219K Hold
660
0.07% 129
2020
Q3
$124K Sell
660
-7
-1% -$1.32K 0.05% 161
2020
Q2
$77K Buy
667
+4
+0.6% +$462 0.03% 210
2020
Q1
$57K Buy
+663
New +$57K 0.02% 204
2019
Q4
Sell
-5
Closed 714
2019
Q3
$0 Buy
+5
New ﹤0.01% 731