Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$2K Hold
100
﹤0.01% 1156
2023
Q3
$1K Hold
100
﹤0.01% 1101
2023
Q2
$2K Sell
100
-550
-85% -$11K ﹤0.01% 1064
2023
Q1
$11K Hold
650
﹤0.01% 806
2022
Q4
$10K Sell
650
-1,200
-65% -$18.5K ﹤0.01% 828
2022
Q3
$31K Sell
1,850
-100
-5% -$1.68K ﹤0.01% 645
2022
Q2
$41K Buy
1,950
+1,300
+200% +$27.3K ﹤0.01% 602
2022
Q1
$18K Buy
+650
New +$18K ﹤0.01% 741
2021
Q4
Sell
-100
Closed -$3K 653
2021
Q3
$3K Hold
100
﹤0.01% 822
2021
Q2
$4K Hold
100
﹤0.01% 783
2021
Q1
$4K Buy
+100
New +$4K ﹤0.01% 810
2019
Q3
$10K Buy
300
+200
+200% +$6.67K ﹤0.01% 736
2019
Q2
$3K Hold
100
﹤0.01% 650
2019
Q1
$4K Hold
100
﹤0.01% 622
2018
Q4
$5K Hold
100
﹤0.01% 617
2018
Q3
$6K Hold
100
﹤0.01% 633
2018
Q2
$5K Hold
100
﹤0.01% 637
2018
Q1
$5K Sell
100
-200
-67% -$10K ﹤0.01% 652
2017
Q4
$14K Buy
300
+200
+200% +$9.33K ﹤0.01% 562
2017
Q3
$5K Hold
100
﹤0.01% 614
2017
Q2
$5K Hold
100
﹤0.01% 620
2017
Q1
$5K Hold
100
﹤0.01% 643
2016
Q4
$5K Hold
100
﹤0.01% 639
2016
Q3
$5K Hold
100
﹤0.01% 634
2016
Q2
$4K Hold
100
﹤0.01% 658
2016
Q1
$6K Sell
100
-100
-50% -$6K ﹤0.01% 623
2015
Q4
$10K Buy
200
+100
+100% +$5K ﹤0.01% 611
2015
Q3
$7K Sell
100
-100
-50% -$7K ﹤0.01% 637
2015
Q2
$15K Hold
200
﹤0.01% 574
2015
Q1
$16K Sell
200
-100
-33% -$8K ﹤0.01% 569
2014
Q4
$24K Hold
300
﹤0.01% 533
2014
Q3
$21K Sell
300
-800
-73% -$56K ﹤0.01% 540
2014
Q2
$75K Hold
1,100
﹤0.01% 362
2014
Q1
$69K Hold
1,100
﹤0.01% 369
2013
Q4
$68K Sell
1,100
-16
-1% -$989 ﹤0.01% 364
2013
Q3
$63K Buy
1,116
+16
+1% +$903 ﹤0.01% 367
2013
Q2
$66K Buy
+1,100
New +$66K ﹤0.01% 350