Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
338
2021
Q4
Hold
0
367
2021
Q3
Sell
-1,000
Closed -$80K 334
2021
Q2
$80K Sell
1,000
-4,500
-82% -$360K ﹤0.01% 233
2021
Q1
$466K Sell
5,500
-14,500
-73% -$1.23M 0.01% 151
2020
Q4
$1.8M Buy
20,000
+4,000
+25% +$360K 0.03% 36
2020
Q3
$877K Buy
+16,000
New +$877K 0.03% 60
2019
Q3
Hold
0
117
2019
Q2
Hold
0
135