Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$145K Sell
2,990
-270
-8% -$13.1K 0.01% 231
2022
Q1
$205K Hold
3,260
0.01% 218
2021
Q4
$217K Sell
3,260
-1,680
-34% -$112K 0.01% 218
2021
Q3
$240K Sell
4,940
-140
-3% -$6.79K 0.01% 273
2021
Q2
$242K Buy
5,080
+140
+3% +$6.68K 0.01% 286
2021
Q1
$229K Sell
4,940
-940
-16% -$43.6K 0.01% 277
2020
Q4
$257K Buy
5,880
+2,840
+93% +$124K 0.01% 247
2020
Q3
$111K Buy
3,040
+1,540
+103% +$56.1K 0.01% 336
2020
Q2
$47.3K Buy
1,500
+500
+50% +$15.8K ﹤0.01% 457
2020
Q1
$23.7K Hold
1,000
﹤0.01% 525
2019
Q4
$31.6K Hold
1,000
﹤0.01% 555
2019
Q3
$27.6K Hold
1,000
﹤0.01% 567
2019
Q2
$28.8K Hold
1,000
﹤0.01% 578
2019
Q1
$30.1K Hold
1,000
﹤0.01% 573
2018
Q4
$25.4K Hold
1,000
﹤0.01% 585
2018
Q3
$24.7K Hold
1,000
﹤0.01% 641
2018
Q2
$24.3K Sell
1,000
-4,830
-83% -$117K ﹤0.01% 632
2018
Q1
$137K Buy
5,830
+1,000
+21% +$23.6K 0.02% 293
2017
Q4
$124K Hold
4,830
0.02% 318
2017
Q3
$117K Buy
+4,830
New +$117K 0.02% 329