Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-122
Closed -$5K 530
2021
Q4
$5K Hold
122
﹤0.01% 435
2021
Q3
$5K Sell
122
-20,824
-99% -$853K ﹤0.01% 404
2021
Q2
$889K Buy
20,946
+231
+1% +$9.8K 0.32% 124
2021
Q1
$871K Buy
20,715
+134
+0.7% +$5.63K 0.35% 108
2020
Q4
$792K Buy
20,581
+19,526
+1,851% +$751K 0.33% 107
2020
Q3
$36K Buy
+1,055
New +$36K 0.02% 211