Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$19K Sell
375
-25
-6% -$1.27K ﹤0.01% 890
2023
Q3
$26K Hold
400
﹤0.01% 762
2023
Q2
$26K Buy
+400
New +$26K ﹤0.01% 771
2022
Q4
Sell
-1,045
Closed -$70K 1122
2022
Q3
$70K Hold
1,045
﹤0.01% 509
2022
Q2
$86K Hold
1,045
﹤0.01% 484
2022
Q1
$86K Buy
+1,045
New +$86K ﹤0.01% 506
2021
Q4
Sell
-22
Closed -$2K 592
2021
Q3
$2K Buy
+22
New +$2K ﹤0.01% 868
2018
Q4
Sell
-475
Closed -$50K 682
2018
Q3
$50K Buy
+475
New +$50K ﹤0.01% 437
2018
Q2
Sell
-86
Closed -$7K 714
2018
Q1
$7K Buy
+86
New +$7K ﹤0.01% 637