Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-500
Closed -$67K 146
2022
Q3
$67K Hold
500
0.01% 133
2022
Q2
$77K Hold
500
0.01% 138
2022
Q1
$81K Hold
500
0.01% 135
2021
Q4
$68K Sell
500
-13,850
-97% -$1.88M 0.01% 132
2021
Q3
$1.55M Buy
14,350
+9,450
+193% +$1.02M 0.19% 84
2021
Q2
$552K Sell
4,900
-1,700
-26% -$192K 0.07% 109
2021
Q1
$714K Buy
6,600
+800
+14% +$86.5K 0.09% 101
2020
Q4
$621K Buy
+5,800
New +$621K 0.09% 93