Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,711
Closed -$47K 601
2022
Q3
$47K Hold
1,711
0.02% 316
2022
Q2
$39K Hold
1,711
0.01% 335
2022
Q1
$51K Hold
1,711
0.01% 323
2021
Q4
$58K Buy
1,711
+38
+2% +$1.29K 0.02% 309
2021
Q3
$73K Hold
1,673
0.02% 273
2021
Q2
$93K Hold
1,673
0.03% 250
2021
Q1
$101K Buy
1,673
+43
+3% +$2.6K 0.03% 228
2020
Q4
$113K Sell
1,630
-100
-6% -$6.93K 0.04% 196
2020
Q3
$133K Hold
1,730
0.05% 154
2020
Q2
$34K Hold
1,730
0.01% 309
2020
Q1
$17K Hold
1,730
0.01% 351
2019
Q4
$24K Hold
1,730
0.01% 321
2019
Q3
$28K Buy
1,730
+547
+46% +$8.85K 0.01% 306
2019
Q2
$22K Buy
1,183
+22
+2% +$409 0.01% 332
2019
Q1
$16K Hold
1,161
0.01% 357
2018
Q4
$12K Buy
1,161
+373
+47% +$3.86K 0.01% 377
2018
Q3
$9K Hold
788
﹤0.01% 441
2018
Q2
$10K Hold
788
﹤0.01% 429
2018
Q1
$7K Hold
788
﹤0.01% 452
2017
Q4
$4K Hold
788
﹤0.01% 523
2017
Q3
$4K Hold
788
﹤0.01% 520
2017
Q2
$5K Buy
+788
New +$5K ﹤0.01% 463