Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-304
Closed -$69K 414
2021
Q4
$69K Hold
304
0.04% 189
2021
Q3
$95K Sell
304
-2,946
-91% -$921K 0.05% 178
2021
Q2
$1.49M Sell
3,250
-392
-11% -$180K 1.84% 9
2021
Q1
$1.19M Sell
3,642
-175
-5% -$57K 1.61% 11
2020
Q4
$1.3K Buy
3,817
+711
+23% +$243 0.54% 8
2020
Q3
$586K Buy
3,106
+1,070
+53% +$202K 1.31% 18
2020
Q2
$237K Buy
2,036
+1,018
+100% +$119K 0.56% 46
2020
Q1
$89K Sell
1,018
-386
-27% -$33.7K 0.34% 49
2019
Q4
$188K Buy
+1,404
New +$188K 0.38% 64