Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,490
Closed -$38K 112
2022
Q3
$38K Hold
1,490
0.02% 94
2022
Q2
$56K Hold
1,490
0.03% 75
2022
Q1
$74K Sell
1,490
-405
-21% -$20.1K 0.04% 73
2021
Q4
$98K Hold
1,895
0.05% 68
2021
Q3
$101K Hold
1,895
0.06% 66
2021
Q2
$106K Hold
1,895
0.06% 61
2021
Q1
$121K Sell
1,895
-405
-18% -$25.9K 0.08% 58
2020
Q4
$115K Buy
2,300
+500
+28% +$25K 0.08% 56
2020
Q3
$93K Hold
1,800
0.06% 56
2020
Q2
$108K Sell
1,800
-100
-5% -$6K 0.08% 53
2020
Q1
$103K Hold
1,900
0.07% 54
2019
Q4
$114K Buy
+1,900
New +$114K 0.07% 56