Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-606
Closed -$100K 139
2021
Q4
$100K Hold
606
0.03% 104
2021
Q3
$90K Hold
606
0.03% 97
2021
Q2
$95K Buy
606
+110
+22% +$17.2K 0.04% 100
2021
Q1
$68K Buy
496
+418
+536% +$57.3K 0.03% 110
2020
Q4
$10K Buy
+78
New +$10K ﹤0.01% 157
2020
Q2
Sell
-60
Closed -$3K 152
2020
Q1
$3K Sell
60
-6,876
-99% -$344K ﹤0.01% 153
2019
Q4
$659K Buy
6,936
+2,575
+59% +$245K 0.39% 51
2019
Q3
$381K Sell
4,361
-50
-1% -$4.37K 0.26% 59
2019
Q2
$357K Buy
4,411
+807
+22% +$65.3K 0.25% 60
2019
Q1
$286K Buy
3,604
+827
+30% +$65.6K 0.22% 60
2018
Q4
$171K Buy
+2,777
New +$171K 0.17% 62