Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-30
Closed -$8K 563
2022
Q3
$8K Buy
+30
New +$8K ﹤0.01% 389
2021
Q4
Sell
-80
Closed -$23K 596
2021
Q3
$23K Hold
80
﹤0.01% 336
2021
Q2
$28K Sell
80
-20
-20% -$7K ﹤0.01% 317
2021
Q1
$28K Buy
100
+20
+25% +$5.6K 0.01% 325
2020
Q4
$20K Hold
80
﹤0.01% 314
2020
Q3
$23K Hold
80
0.01% 300
2020
Q2
$21K Sell
80
-130
-62% -$34.1K 0.01% 290
2020
Q1
$66K Buy
210
+130
+163% +$40.9K 0.02% 180
2019
Q4
$24K Sell
80
-130
-62% -$39K 0.01% 321
2019
Q3
$49K Buy
210
+130
+163% +$30.3K 0.01% 227
2019
Q2
$18K Sell
80
-52
-39% -$11.7K ﹤0.01% 295
2019
Q1
$31K Buy
+132
New +$31K 0.01% 239
2018
Q1
Sell
-27
Closed -$9K 407
2017
Q4
$9K Buy
+27
New +$9K 0.01% 239
2014
Q3
Sell
-1,044
Closed -$329K 213
2014
Q2
$329K Hold
1,044
0.24% 39
2014
Q1
$319K Buy
+1,044
New +$319K 0.24% 41