Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-501
Closed -$19K 1397
2022
Q1
$19K Sell
501
-2,021
-80% -$76.6K ﹤0.01% 1041
2021
Q4
$134K Buy
2,522
+1,823
+261% +$96.9K ﹤0.01% 559
2021
Q3
$30K Sell
699
-2,666
-79% -$114K ﹤0.01% 1018
2021
Q2
$140K Buy
+3,365
New +$140K ﹤0.01% 682
2020
Q4
Sell
-755
Closed -$30K 1206
2020
Q3
$30K Buy
+755
New +$30K ﹤0.01% 777
2020
Q1
Sell
-678
Closed -$22K 896
2019
Q4
$22K Buy
+678
New +$22K 0.01% 851