Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$24K Hold
200
﹤0.01% 845
2023
Q3
$27K Hold
200
﹤0.01% 754
2023
Q2
$27K Hold
200
﹤0.01% 763
2023
Q1
$30K Hold
200
﹤0.01% 643
2022
Q4
$23K Sell
200
-18
-8% -$2.07K ﹤0.01% 697
2022
Q3
$26K Hold
218
﹤0.01% 662
2022
Q2
$32K Hold
218
﹤0.01% 653
2022
Q1
$29K Buy
+218
New +$29K ﹤0.01% 670
2021
Q4
Sell
-18
Closed -$3K 455
2021
Q3
$3K Sell
18
-9
-33% -$1.5K ﹤0.01% 810
2021
Q2
$6K Hold
27
﹤0.01% 733
2021
Q1
$6K Hold
27
﹤0.01% 772
2020
Q4
$6K Buy
27
+9
+50% +$2K ﹤0.01% 773
2020
Q3
$2K Hold
18
﹤0.01% 782
2020
Q2
$2K Hold
18
﹤0.01% 783
2020
Q1
$2K Buy
+18
New +$2K ﹤0.01% 770
2019
Q3
$2K Buy
18
+13
+260% +$1.44K ﹤0.01% 820
2019
Q2
$1K Sell
5
-5
-50% -$1K ﹤0.01% 694
2019
Q1
$2K Sell
10
-340
-97% -$68K ﹤0.01% 644
2018
Q4
$56K Hold
350
﹤0.01% 399
2018
Q3
$80K Sell
350
-180
-34% -$41.1K ﹤0.01% 350
2018
Q2
$129K Buy
530
+220
+71% +$53.5K 0.01% 302
2018
Q1
$69K Hold
310
﹤0.01% 387
2017
Q4
$73K Buy
+310
New +$73K ﹤0.01% 380
2014
Q3
Sell
-442
Closed -$83K 700
2014
Q2
$83K Hold
442
﹤0.01% 342
2014
Q1
$67K Hold
442
﹤0.01% 378
2013
Q4
$79K Hold
442
﹤0.01% 345
2013
Q3
$69K Buy
+442
New +$69K ﹤0.01% 354