Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-26
Closed -$1K 744
2022
Q2
$1K Hold
26
﹤0.01% 743
2022
Q1
$1K Buy
+26
New +$1K ﹤0.01% 740
2021
Q2
Sell
-118
Closed -$7K 719
2021
Q1
$7K Sell
118
-119
-50% -$7.06K ﹤0.01% 633
2020
Q4
$12K Hold
237
0.01% 519
2020
Q3
$12K Sell
237
-135
-36% -$6.84K 0.01% 497
2020
Q2
$20K Hold
372
0.01% 424
2020
Q1
$11K Hold
372
0.01% 477
2019
Q4
$13K Sell
372
-100
-21% -$3.5K 0.01% 499
2019
Q3
$18K Hold
472
0.01% 462
2019
Q2
$19K Buy
472
+135
+40% +$5.43K 0.01% 447
2019
Q1
$13K Sell
337
-150
-31% -$5.79K 0.01% 499
2018
Q4
$14K Buy
+487
New +$14K 0.01% 475
2017
Q1
$42K Buy
+1,240
New +$42K 0.03% 308