Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,773
Closed -$311K 306
2021
Q4
$311K Hold
5,773
0.01% 175
2021
Q3
$276K Buy
5,773
+2,970
+106% +$142K 0.01% 144
2021
Q2
$182K Sell
2,803
-1,681
-37% -$109K 0.01% 189
2021
Q1
$278K Buy
+4,484
New +$278K 0.01% 195
2020
Q3
Hold
0
263
2020
Q2
Hold
0
192
2019
Q3
Hold
0
104
2019
Q2
Hold
0
117