Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,074
Closed -$240K 229
2021
Q4
$240K Buy
1,074
+74
+7% +$16.5K ﹤0.01% 201
2021
Q3
$261K Hold
1,000
﹤0.01% 183
2021
Q2
$256K Hold
1,000
﹤0.01% 190
2021
Q1
$269K Hold
1,000
﹤0.01% 193
2020
Q4
$273K Hold
1,000
﹤0.01% 192
2020
Q3
$238K Hold
1,000
﹤0.01% 189
2020
Q2
$252K Buy
+1,000
New +$252K ﹤0.01% 187
2020
Q1
Sell
-1,000
Closed -$288K 219
2019
Q4
$288K Hold
1,000
﹤0.01% 187
2019
Q3
$287K Hold
1,000
﹤0.01% 178
2019
Q2
$281K Hold
1,000
﹤0.01% 182
2019
Q1
$247K Buy
+1,000
New +$247K ﹤0.01% 188
2018
Q4
Sell
-1,000
Closed -$228K 213
2018
Q3
$228K Hold
1,000
﹤0.01% 197
2018
Q2
$211K Hold
1,000
﹤0.01% 199
2018
Q1
$203K Buy
+1,000
New +$203K ﹤0.01% 198