Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-750
Closed -$9.32K 412
2023
Q3
$9.32K Hold
750
﹤0.01% 310
2023
Q2
$11.3K Buy
+750
New +$11.3K ﹤0.01% 311
2022
Q4
Sell
-2,500
Closed -$28K 391
2022
Q3
$28K Hold
2,500
﹤0.01% 240
2022
Q2
$28K Hold
2,500
﹤0.01% 257
2022
Q1
$42K Hold
2,500
﹤0.01% 241
2021
Q4
$52K Hold
2,500
﹤0.01% 229
2021
Q3
$35K Buy
+2,500
New +$35K ﹤0.01% 251
2015
Q3
Sell
-5,000
Closed -$75K 444
2015
Q2
$75K Hold
5,000
0.01% 174
2015
Q1
$81K Hold
5,000
0.01% 163
2014
Q4
$78K Sell
5,000
-100
-2% -$1.56K 0.01% 178
2014
Q3
$75K Buy
5,100
+100
+2% +$1.47K 0.01% 178
2014
Q2
$86K Buy
+5,000
New +$86K 0.02% 166