Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$28K Hold
185
﹤0.01% 384
2022
Q1
$45K Sell
185
-185
-50% -$45K ﹤0.01% 365
2021
Q4
$104K Sell
370
-32
-8% -$9K ﹤0.01% 278
2021
Q3
$105K Buy
402
+72
+22% +$18.9K ﹤0.01% 400
2021
Q2
$71.3K Sell
330
-45
-12% -$9.72K ﹤0.01% 517
2021
Q1
$64.4K Sell
375
-150
-29% -$25.8K ﹤0.01% 497
2020
Q4
$105K Buy
525
+110
+27% +$22K 0.01% 376
2020
Q3
$58.4K Buy
415
+230
+124% +$32.4K ﹤0.01% 431
2020
Q2
$20.3K Buy
185
+50
+37% +$5.48K ﹤0.01% 626
2020
Q1
$8.22K Hold
135
﹤0.01% 747
2019
Q4
$6.28K Sell
135
-200
-60% -$9.3K ﹤0.01% 877
2019
Q3
$15.8K Sell
335
-889
-73% -$42K ﹤0.01% 684
2019
Q2
$93.8K Buy
1,224
+624
+104% +$47.8K 0.01% 349
2019
Q1
$42.6K Hold
600
﹤0.01% 498
2018
Q4
$23.5K Hold
600
﹤0.01% 603
2018
Q3
$24.5K Hold
600
﹤0.01% 644
2018
Q2
$21.5K Hold
600
﹤0.01% 662
2018
Q1
$16.8K Buy
+600
New +$16.8K ﹤0.01% 709