Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-91
Closed -$13K 628
2022
Q1
$13K Sell
91
-320
-78% -$45.7K ﹤0.01% 502
2021
Q4
$72K Sell
411
-150
-27% -$26.3K ﹤0.01% 317
2021
Q3
$92.9K Buy
561
+150
+36% +$24.8K ﹤0.01% 432
2021
Q2
$73.9K Sell
411
-18
-4% -$3.24K ﹤0.01% 505
2021
Q1
$82.7K Hold
429
﹤0.01% 445
2020
Q4
$86.6K Sell
429
-92
-18% -$18.6K 0.01% 411
2020
Q3
$109K Hold
521
0.01% 338
2020
Q2
$114K Hold
521
0.01% 305
2020
Q1
$90.3K Sell
521
-390
-43% -$67.6K 0.01% 313
2019
Q4
$140K Sell
911
-12
-1% -$1.84K 0.01% 291
2019
Q3
$140K Hold
923
0.01% 286
2019
Q2
$141K Sell
923
-50
-5% -$7.66K 0.01% 291
2019
Q1
$156K Hold
973
0.02% 268
2018
Q4
$150K Sell
973
-13
-1% -$2K 0.02% 256
2018
Q3
$148K Hold
986
0.02% 287
2018
Q2
$133K Hold
986
0.02% 311
2018
Q1
$131K Sell
986
-162
-14% -$21.6K 0.02% 303
2017
Q4
$171K Hold
1,148
0.02% 268
2017
Q3
$151K Buy
+1,148
New +$151K 0.02% 290