Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-58
Closed -$3K 991
2022
Q2
$3K Sell
58
-7
-11% -$362 ﹤0.01% 849
2022
Q1
$4K Buy
+65
New +$4K ﹤0.01% 810
2021
Q3
Sell
-244
Closed -$16K 949
2021
Q2
$16K Sell
244
-284
-54% -$18.6K ﹤0.01% 636
2021
Q1
$33K Sell
528
-488
-48% -$30.5K ﹤0.01% 504
2020
Q4
$59K Hold
1,016
0.01% 397
2020
Q3
$47K Sell
1,016
-201
-17% -$9.3K ﹤0.01% 388
2020
Q2
$54K Hold
1,217
0.01% 343
2020
Q1
$40K Sell
1,217
-308
-20% -$10.1K 0.01% 370
2019
Q4
$74K Hold
1,525
0.01% 316
2019
Q3
$67K Sell
1,525
-235
-13% -$10.3K 0.01% 305
2019
Q2
$91K Hold
1,760
0.01% 291
2019
Q1
$86K Sell
1,760
-624
-26% -$30.5K 0.01% 310
2018
Q4
$103K Buy
+2,384
New +$103K 0.01% 265
2016
Q3
Sell
-73
Closed -$2K 727
2016
Q2
$2K Buy
+73
New +$2K ﹤0.01% 665