Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,150
Closed -$53K 712
2022
Q3
$53K Hold
4,150
﹤0.01% 488
2022
Q2
$68K Hold
4,150
﹤0.01% 480
2022
Q1
$85K Buy
4,150
+730
+21% +$15K ﹤0.01% 470
2021
Q4
$86K Hold
3,420
﹤0.01% 472
2021
Q3
$76K Hold
3,420
﹤0.01% 474
2021
Q2
$66K Sell
3,420
-845
-20% -$16.3K ﹤0.01% 459
2021
Q1
$90K Sell
4,265
-250
-6% -$5.28K ﹤0.01% 453
2020
Q4
$91K Buy
4,515
+390
+9% +$7.86K ﹤0.01% 438
2020
Q3
$63K Sell
4,125
-70
-2% -$1.07K ﹤0.01% 460
2020
Q2
$58K Hold
4,195
﹤0.01% 473
2020
Q1
$50K Hold
4,195
﹤0.01% 490
2019
Q4
$57K Hold
4,195
﹤0.01% 526
2019
Q3
$50K Hold
4,195
﹤0.01% 539
2019
Q2
$44K Hold
4,195
﹤0.01% 539
2019
Q1
$35K Hold
4,195
﹤0.01% 563
2018
Q4
$41K Buy
4,195
+320
+8% +$3.13K ﹤0.01% 504
2018
Q3
$47K Buy
+3,875
New +$47K ﹤0.01% 524
2016
Q2
Sell
-1,250
Closed -$6K 1189
2016
Q1
$6K Buy
1,250
+825
+194% +$3.96K ﹤0.01% 911
2015
Q4
$2K Buy
+425
New +$2K ﹤0.01% 1006