Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,216
Closed -$31K 302
2022
Q3
$31K Hold
1,216
0.03% 177
2022
Q2
$45K Hold
1,216
0.03% 181
2022
Q1
$60K Hold
1,216
0.04% 179
2021
Q4
$63K Sell
1,216
-700
-37% -$36.3K 0.04% 194
2021
Q3
$102K Hold
1,916
0.06% 169
2021
Q2
$108K Buy
1,916
+700
+58% +$39.5K 0.13% 155
2021
Q1
$78K Buy
+1,216
New +$78K 0.11% 169
2020
Q4
Sell
-1,216
Closed -$63K 144
2020
Q3
$63K Hold
1,216
0.14% 119
2020
Q2
$73K Hold
1,216
0.17% 92
2020
Q1
$66K Sell
1,216
-3,810
-76% -$207K 0.25% 66
2019
Q4
$301K Buy
+5,026
New +$301K 0.61% 39