Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-12
Closed -$1K 4705
2022
Q3
$1K Hold
12
﹤0.01% 4575
2022
Q2
$1K Hold
12
﹤0.01% 4348
2022
Q1
$1K Buy
+12
New +$1K ﹤0.01% 4348
2021
Q3
Hold
0
3903
2021
Q2
Hold
0
3643
2021
Q1
Hold
0
3554
2020
Q4
Hold
0
3425
2020
Q3
Hold
0
3301
2020
Q2
Hold
0
3166
2020
Q1
Hold
0
3137
2019
Q4
Hold
0
3183
2019
Q3
Hold
0
3312
2019
Q1
Sell
-34,270
Closed -$530K 2800
2018
Q4
$530K Sell
34,270
-1,350
-4% -$20.9K 0.03% 533
2018
Q3
$840K Buy
35,620
+8,215
+30% +$194K 0.03% 481
2018
Q2
$901K Buy
+27,405
New +$901K 0.04% 449