Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$17K Sell
138
-16
-10% -$1.97K 0.01% 885
2022
Q1
$22K Buy
154
+39
+34% +$5.57K 0.01% 990
2021
Q4
$21K Hold
115
﹤0.01% 1048
2021
Q3
$18K Sell
115
-2
-2% -$313 ﹤0.01% 1126
2021
Q2
$21K Hold
117
﹤0.01% 1068
2021
Q1
$21K Buy
117
+3
+3% +$538 0.01% 1046
2020
Q4
$18K Hold
114
﹤0.01% 1224
2020
Q3
$12K Hold
114
﹤0.01% 1272
2020
Q2
$12K Hold
114
﹤0.01% 1287
2020
Q1
$9K Buy
+114
New +$9K ﹤0.01% 1309
2019
Q4
Sell
-67
Closed -$8K 2098
2019
Q3
$8K Sell
67
-503
-88% -$60.1K ﹤0.01% 1530
2019
Q2
$106K Buy
570
+502
+738% +$93.4K 0.02% 371
2019
Q1
$9K Sell
68
-2
-3% -$265 ﹤0.01% 1508
2018
Q4
$9K Sell
70
-63
-47% -$8.1K ﹤0.01% 1443
2018
Q3
$19K Sell
133
-437
-77% -$62.4K ﹤0.01% 1168
2018
Q2
$105K Hold
570
0.02% 400
2018
Q1
$106K Buy
570
+341
+149% +$63.4K 0.02% 387
2017
Q4
$40 Buy
+229
New +$40 0.01% 777