Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-652
Closed -$26K 1149
2022
Q3
$26K Buy
652
+150
+30% +$5.98K ﹤0.01% 625
2022
Q2
$24K Buy
502
+100
+25% +$4.78K ﹤0.01% 658
2022
Q1
$24K Hold
402
﹤0.01% 667
2021
Q4
$26K Sell
402
-200
-33% -$12.9K ﹤0.01% 702
2021
Q3
$56K Hold
602
﹤0.01% 531
2021
Q2
$83K Buy
602
+400
+198% +$55.2K ﹤0.01% 464
2021
Q1
$27K Buy
202
+90
+80% +$12K ﹤0.01% 617
2020
Q4
$18K Buy
+112
New +$18K ﹤0.01% 654
2019
Q4
Sell
-2,595
Closed -$123K 832
2019
Q3
$123K Hold
2,595
0.01% 345
2019
Q2
$94K Sell
2,595
-1,430
-36% -$51.8K 0.01% 378
2019
Q1
$139K Hold
4,025
0.01% 321
2018
Q4
$108K Hold
4,025
0.01% 347
2018
Q3
$133K Hold
4,025
0.01% 337
2018
Q2
$146K Buy
4,025
+1,340
+50% +$48.6K 0.01% 325
2018
Q1
$68K Buy
+2,685
New +$68K 0.01% 425