Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$57K Buy
178
+2
+1% +$640 0.04% 437
2022
Q1
$64K Sell
176
-11
-6% -$4K 0.01% 557
2021
Q4
$80K Sell
187
-8
-4% -$3.42K 0.02% 504
2021
Q3
$65K Buy
195
+1
+0.5% +$333 0.01% 567
2021
Q2
$63K Buy
194
+28
+17% +$9.09K 0.01% 582
2021
Q1
$55K Sell
166
-1
-0.6% -$331 0.01% 603
2020
Q4
$43K Hold
167
0.01% 863
2020
Q3
$32K Buy
167
+92
+123% +$17.6K 0.01% 906
2020
Q2
$15K Hold
75
﹤0.01% 1203
2020
Q1
$11K Buy
75
+18
+32% +$2.64K ﹤0.01% 1243
2019
Q4
$10K Hold
57
﹤0.01% 1331
2019
Q3
$9K Sell
57
-19
-25% -$3K ﹤0.01% 1497
2019
Q2
$8K Buy
76
+19
+33% +$2K ﹤0.01% 1477
2019
Q1
$7K Sell
57
-58
-50% -$7.12K ﹤0.01% 1572
2018
Q4
$10K Hold
115
﹤0.01% 1388
2018
Q3
$11K Hold
115
﹤0.01% 1413
2018
Q2
$11K Sell
115
-14
-11% -$1.34K ﹤0.01% 1386
2018
Q1
$14K Hold
129
﹤0.01% 1224
2017
Q4
$14 Buy
+129
New +$14 ﹤0.01% 1223