Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,052
Closed -$5K 676
2022
Q3
$5K Sell
2,052
-1,000
-33% -$2.44K ﹤0.01% 601
2022
Q2
$9K Sell
3,052
-183
-6% -$540 ﹤0.01% 536
2022
Q1
$25K Hold
3,235
0.01% 415
2021
Q4
$22K Sell
3,235
-100
-3% -$680 0.01% 432
2021
Q3
$37K Buy
3,335
+1,091
+49% +$12.1K 0.01% 360
2021
Q2
$40K Buy
2,244
+195
+10% +$3.48K 0.01% 350
2021
Q1
$46K Hold
2,049
0.01% 324
2020
Q4
$16K Buy
2,049
+158
+8% +$1.23K 0.01% 456
2020
Q3
$9K Hold
1,891
﹤0.01% 481
2020
Q2
$13K Hold
1,891
﹤0.01% 420
2020
Q1
$13K Buy
1,891
+1,731
+1,082% +$11.9K 0.01% 380
2019
Q4
$2K Sell
160
-509
-76% -$6.36K ﹤0.01% 621
2019
Q3
$16K Buy
669
+242
+57% +$5.79K 0.01% 387
2019
Q2
$19K Buy
427
+100
+31% +$4.45K 0.01% 350
2019
Q1
$21K Buy
+327
New +$21K 0.01% 328