Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-220
Closed -$11K 219
2021
Q4
$11K Hold
220
0.01% 392
2021
Q3
$11K Hold
220
0.01% 364
2021
Q2
$11K Sell
220
-1,085
-83% -$54.3K 0.01% 377
2021
Q1
$59K Hold
1,305
0.03% 265
2020
Q4
$55K Buy
1,305
+220
+20% +$9.27K 0.04% 249
2020
Q3
$45K Sell
1,085
-368
-25% -$15.3K 0.04% 190
2020
Q2
$60K Hold
1,453
0.06% 190
2020
Q1
$59K Buy
+1,453
New +$59K 0.08% 160
2019
Q4
Sell
-1,329
Closed -$64K 183
2019
Q3
$64K Hold
1,329
0.04% 231
2019
Q2
$60K Hold
1,329
0.04% 249
2019
Q1
$59K Buy
+1,329
New +$59K 0.05% 234
2018
Q3
$57K Buy
+1,419
New +$57K 0.03% 360