Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-207
Closed -$9K 1419
2022
Q3
$9K Sell
207
-30
-13% -$1.3K ﹤0.01% 1361
2022
Q2
$11K Buy
237
+158
+200% +$7.33K ﹤0.01% 1344
2022
Q1
$4K Buy
+79
New +$4K ﹤0.01% 1863
2021
Q4
Sell
-25
Closed -$1K 1766
2021
Q3
$1K Hold
25
﹤0.01% 2332
2021
Q2
$1K Buy
25
+1
+4% +$40 ﹤0.01% 2351
2021
Q1
$1K Sell
24
-6
-20% -$250 ﹤0.01% 2220
2020
Q4
$1K Sell
30
-4,340
-99% -$145K ﹤0.01% 1675
2020
Q3
$99K Buy
4,370
+4,311
+7,307% +$97.7K 0.01% 783
2020
Q2
$1K Sell
59
-10,688
-99% -$181K ﹤0.01% 1922
2020
Q1
$223K Sell
10,747
-2,695
-20% -$55.9K 0.02% 541
2019
Q4
$410K Buy
13,442
+11,811
+724% +$360K 0.03% 435
2019
Q3
$40K Sell
1,631
-7,980
-83% -$196K ﹤0.01% 1081
2019
Q2
$240K Buy
9,611
+1,951
+25% +$48.7K 0.02% 543
2019
Q1
$146K Sell
7,660
-2,845
-27% -$54.2K 0.01% 610
2018
Q4
$161K Buy
10,505
+8,080
+333% +$124K 0.01% 549
2018
Q3
$52K Sell
2,425
-12,004
-83% -$257K ﹤0.01% 769
2018
Q2
$259K Buy
14,429
+12,240
+559% +$219K 0.02% 468
2018
Q1
$35K Sell
2,189
-347
-14% -$5.55K ﹤0.01% 749
2017
Q4
$50K Buy
+2,536
New +$50K ﹤0.01% 698