Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-611
Closed -$14K 105
2022
Q2
$14K Sell
611
-2,420
-80% -$55.5K ﹤0.01% 89
2022
Q1
$81K Sell
3,031
-14,530
-83% -$388K ﹤0.01% 113
2021
Q4
$280K Sell
17,561
-14,900
-46% -$238K ﹤0.01% 133
2021
Q3
$540K Buy
+32,461
New +$540K 0.01% 232
2019
Q3
Hold
0
326
2019
Q2
Sell
-153,613
Closed -$3.93M 365
2019
Q1
$3.93M Buy
+153,613
New +$3.93M 0.05% 223
2018
Q4
Hold
0
398
2018
Q3
Sell
-50,113
Closed -$1.26M 661
2018
Q2
$1.26M Sell
50,113
-8,500
-15% -$214K 0.02% 191
2018
Q1
$1.39M Buy
58,613
+25,480
+77% +$603K 0.03% 154
2017
Q4
$800K Buy
+33,133
New +$800K 0.02% 110