Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,089
Closed -$26K 740
2022
Q3
$26K Buy
3,089
+3
+0.1% +$25 0.01% 395
2022
Q2
$32K Sell
3,086
-770
-20% -$7.98K 0.01% 360
2022
Q1
$41K Sell
3,856
-73
-2% -$776 0.01% 346
2021
Q4
$53K Sell
3,929
-34
-0.9% -$459 0.01% 321
2021
Q3
$53K Sell
3,963
-130
-3% -$1.74K 0.02% 314
2021
Q2
$58K Sell
4,093
-2
-0% -$28 0.02% 304
2021
Q1
$57K Buy
4,095
+54
+1% +$752 0.02% 297
2020
Q4
$75K Buy
4,041
+3,976
+6,117% +$73.8K 0.02% 261
2020
Q3
$0 Hold
65
﹤0.01% 795
2020
Q2
$1K Hold
65
﹤0.01% 711
2020
Q1
$0 Buy
+65
New ﹤0.01% 759
2016
Q1
Sell
-80
Closed -$4K 620
2015
Q4
$4K Hold
80
﹤0.01% 464
2015
Q3
$3K Hold
80
﹤0.01% 501
2015
Q2
$5K Hold
80
﹤0.01% 473
2015
Q1
$5K Hold
80
﹤0.01% 493
2014
Q4
$5K Hold
80
﹤0.01% 442
2014
Q3
$4K Sell
80
-1,265
-94% -$63.3K ﹤0.01% 481
2014
Q2
$69K Buy
1,345
+80
+6% +$4.1K 0.08% 172
2014
Q1
$62K Hold
1,265
0.05% 170
2013
Q4
$55K Hold
1,265
0.05% 182
2013
Q3
$48K Hold
1,265
0.05% 167
2013
Q2
$39K Buy
+1,265
New +$39K 0.06% 183