Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$29K Sell
319
-1
-0.3% -$91 0.02% 678
2022
Q1
$35K Sell
320
-58
-15% -$6.34K 0.01% 784
2021
Q4
$52K Hold
378
0.01% 661
2021
Q3
$60K Sell
378
-21
-5% -$3.33K 0.01% 597
2021
Q2
$73K Hold
399
0.02% 522
2021
Q1
$62K Buy
399
+57
+17% +$8.86K 0.02% 545
2020
Q4
$60K Sell
342
-259
-43% -$45.4K 0.01% 693
2020
Q3
$78K Sell
601
-129
-18% -$16.7K 0.02% 534
2020
Q2
$81K Sell
730
-366
-33% -$40.6K 0.02% 515
2020
Q1
$84K Buy
1,096
+165
+18% +$12.6K 0.02% 451
2019
Q4
$61K Sell
931
-36
-4% -$2.36K 0.01% 638
2019
Q3
$52K Sell
967
-316
-25% -$17K 0.01% 756
2019
Q2
$44K Buy
1,283
+277
+28% +$9.5K 0.01% 720
2019
Q1
$53K Sell
1,006
-55
-5% -$2.9K 0.01% 740
2018
Q4
$46K Buy
1,061
+769
+263% +$33.3K 0.01% 705
2018
Q3
$12K Sell
292
-991
-77% -$40.7K ﹤0.01% 1375
2018
Q2
$44K Buy
+1,283
New +$44K 0.01% 750