Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-402
Closed -$11K 186
2022
Q2
$11K Buy
402
+152
+61% +$4.16K ﹤0.01% 344
2022
Q1
$7K Sell
250
-97
-28% -$2.72K ﹤0.01% 385
2021
Q4
$9K Buy
347
+1
+0.3% +$26 ﹤0.01% 427
2021
Q3
$9K Sell
346
-11
-3% -$286 ﹤0.01% 369
2021
Q2
$9K Buy
357
+107
+43% +$2.7K ﹤0.01% 394
2021
Q1
$6K Sell
250
-1,403
-85% -$33.7K ﹤0.01% 372
2020
Q4
$34K Buy
1,653
+1,081
+189% +$22.2K 0.01% 226
2020
Q3
$8K Sell
572
-428
-43% -$5.99K ﹤0.01% 309
2020
Q2
$23K Hold
1,000
0.01% 221
2020
Q1
$24K Buy
1,000
+250
+33% +$6K 0.01% 208
2019
Q4
$28K Buy
750
+450
+150% +$16.8K 0.01% 228
2019
Q3
$11K Sell
300
-5
-2% -$183 0.01% 275
2019
Q2
$13K Buy
+305
New +$13K 0.01% 252
2018
Q4
Sell
-388
Closed -$17K 671
2018
Q3
$17K Buy
+388
New +$17K 0.01% 265