Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$133K Sell
1,335
-214
-14% -$21.3K 0.02% 142
2021
Q4
$186K Buy
1,549
+1,000
+182% +$120K 0.02% 119
2021
Q3
$61K Hold
549
0.01% 208
2021
Q2
$66K Sell
549
-87
-14% -$10.5K 0.01% 199
2021
Q1
$75K Sell
636
-87
-12% -$10.3K 0.01% 145
2020
Q4
$79K Buy
723
+174
+32% +$19K 0.01% 142
2020
Q3
$45K Hold
549
0.01% 176
2020
Q2
$31K Sell
549
-1,022
-65% -$57.7K ﹤0.01% 218
2020
Q1
$75K Buy
1,571
+137
+10% +$6.54K 0.01% 108
2019
Q4
$83K Buy
1,434
+110
+8% +$6.37K 0.01% 127
2019
Q3
$62K Buy
1,324
+775
+141% +$36.3K 0.01% 141
2019
Q2
$22K Sell
549
-44
-7% -$1.76K ﹤0.01% 220
2019
Q1
$24K Buy
593
+44
+8% +$1.78K ﹤0.01% 187
2018
Q4
$20K Hold
549
﹤0.01% 198
2018
Q3
$24K Sell
549
-482
-47% -$21.1K ﹤0.01% 196
2018
Q2
$38K Sell
1,031
-262
-20% -$9.66K 0.01% 172
2018
Q1
$57K Buy
1,293
+1,198
+1,261% +$52.8K 0.01% 154
2017
Q4
$4K Sell
95
-9
-9% -$379 ﹤0.01% 253
2017
Q3
$4K Buy
+104
New +$4K ﹤0.01% 93
2016
Q1
Sell
-61
Closed -$1K 406
2015
Q4
$1K Sell
61
-150
-71% -$2.46K ﹤0.01% 435
2015
Q3
$4K Hold
211
﹤0.01% 287
2015
Q2
$5K Hold
211
﹤0.01% 215
2015
Q1
$5K Hold
211
﹤0.01% 239
2014
Q4
$5K Hold
211
﹤0.01% 244
2014
Q3
$4K Buy
+211
New +$4K ﹤0.01% 251