Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
161
2021
Q4
Hold
0
178
2021
Q3
Sell
-1,210
Closed -$58K 231
2021
Q2
$58K Sell
1,210
-470
-28% -$22.5K 0.05% 126
2021
Q1
$78K Hold
1,680
0.08% 96
2020
Q4
$74K Hold
1,680
0.06% 101
2020
Q3
$61K Hold
1,680
0.07% 109
2020
Q2
$53K Sell
1,680
-340
-17% -$10.7K 0.07% 113
2020
Q1
$48K Sell
2,020
-130
-6% -$3.09K 0.06% 116
2019
Q4
$68K Buy
+2,150
New +$68K 0.09% 117