Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,802
Closed -$78K 903
2022
Q2
$78K Hold
2,802
﹤0.01% 462
2022
Q1
$82K Sell
2,802
-276
-9% -$8.08K ﹤0.01% 475
2021
Q4
$107K Buy
3,078
+2,285
+288% +$79.4K ﹤0.01% 448
2021
Q3
$26K Sell
793
-1,040
-57% -$34.1K ﹤0.01% 602
2021
Q2
$61K Sell
1,833
-448
-20% -$14.9K ﹤0.01% 465
2021
Q1
$81K Sell
2,281
-200
-8% -$7.1K ﹤0.01% 460
2020
Q4
$84K Buy
2,481
+16
+0.6% +$542 ﹤0.01% 447
2020
Q3
$63K Sell
2,465
-300
-11% -$7.67K ﹤0.01% 458
2020
Q2
$71K Sell
2,765
-500
-15% -$12.8K ﹤0.01% 455
2020
Q1
$72K Sell
3,265
-200
-6% -$4.41K ﹤0.01% 458
2019
Q4
$100K Sell
3,465
-200
-5% -$5.77K ﹤0.01% 454
2019
Q3
$101K Hold
3,665
﹤0.01% 456
2019
Q2
$90K Hold
3,665
﹤0.01% 463
2019
Q1
$76K Sell
3,665
-1,000
-21% -$20.7K ﹤0.01% 462
2018
Q4
$94K Sell
4,665
-1,000
-18% -$20.2K ﹤0.01% 437
2018
Q3
$122K Hold
5,665
﹤0.01% 427
2018
Q2
$130K Buy
5,665
+2,165
+62% +$49.7K ﹤0.01% 419
2018
Q1
$81K Sell
3,500
-717
-17% -$16.6K ﹤0.01% 461
2017
Q4
$88K Buy
+4,217
New +$88K ﹤0.01% 498
2013
Q4
Sell
-1,700
Closed -$22K 1129
2013
Q3
$22K Hold
1,700
﹤0.01% 848
2013
Q2
$20K Buy
+1,700
New +$20K ﹤0.01% 1296