Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$17K Sell
100
-135
-57% -$23K ﹤0.01% 444
2022
Q1
$52K Hold
235
﹤0.01% 349
2021
Q4
$60K Sell
235
-20
-8% -$5.11K ﹤0.01% 339
2021
Q3
$52.3K Hold
255
﹤0.01% 562
2021
Q2
$58.1K Hold
255
﹤0.01% 557
2021
Q1
$50.7K Sell
255
-6,300
-96% -$1.25M ﹤0.01% 552
2020
Q4
$1.42M Sell
6,555
-97
-1% -$21K 0.08% 116
2020
Q3
$1.36M Buy
6,652
+360
+6% +$73.7K 0.09% 108
2020
Q2
$1.3M Buy
6,292
+445
+8% +$92K 0.1% 103
2020
Q1
$1.05M Buy
5,847
+595
+11% +$107K 0.1% 98
2019
Q4
$1.01M Buy
5,252
+80
+2% +$15.4K 0.09% 118
2019
Q3
$976K Buy
5,172
+12
+0.2% +$2.26K 0.1% 120
2019
Q2
$1.08M Buy
5,160
+1,075
+26% +$225K 0.11% 116
2019
Q1
$742K Sell
4,085
-55
-1% -$9.99K 0.08% 130
2018
Q4
$614K Buy
4,140
+400
+11% +$59.3K 0.08% 131
2018
Q3
$599K Sell
3,740
-50
-1% -$8.01K 0.07% 142
2018
Q2
$521K Buy
3,790
+3,555
+1,513% +$489K 0.06% 154
2018
Q1
$27.9K Hold
235
﹤0.01% 604
2017
Q4
$26.9K Sell
235
-250
-52% -$28.6K ﹤0.01% 618
2017
Q3
$51.6K Buy
+485
New +$51.6K 0.01% 462