Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-160
Closed -$5K 453
2022
Q3
$5K Buy
+160
New +$5K ﹤0.01% 520
2022
Q1
Sell
-1,384
Closed -$76K 399
2021
Q4
$76K Buy
1,384
+160
+13% +$8.79K 0.06% 202
2021
Q3
$65K Hold
1,224
0.05% 208
2021
Q2
$61K Buy
+1,224
New +$61K 0.04% 232
2018
Q3
$43K Buy
+859
New +$43K 0.03% 264
2018
Q1
Hold
0
-$23K 702
2017
Q4
Hold
0
290