Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$27K Hold
540
﹤0.01% 818
2023
Q3
$29K Hold
540
﹤0.01% 746
2023
Q2
$29K Hold
540
﹤0.01% 756
2023
Q1
$29K Hold
540
﹤0.01% 654
2022
Q4
$26K Hold
540
﹤0.01% 674
2022
Q3
$21K Sell
540
-235
-30% -$9.14K ﹤0.01% 696
2022
Q2
$39K Buy
775
+235
+44% +$11.8K ﹤0.01% 612
2022
Q1
$28K Buy
+540
New +$28K ﹤0.01% 679
2021
Q4
Sell
-500
Closed -$24K 806
2021
Q3
$24K Hold
500
﹤0.01% 616
2021
Q2
$26K Hold
500
﹤0.01% 600
2021
Q1
$25K Sell
500
-1,313
-72% -$65.7K ﹤0.01% 641
2020
Q4
$88K Hold
1,813
﹤0.01% 435
2020
Q3
$91K Hold
1,813
﹤0.01% 396
2020
Q2
$93K Hold
1,813
﹤0.01% 388
2020
Q1
$79K Buy
+1,813
New +$79K ﹤0.01% 392
2019
Q3
$84K Buy
+1,813
New +$84K ﹤0.01% 414
2019
Q1
Sell
-1,000
Closed -$43K 742
2018
Q4
$43K Hold
1,000
﹤0.01% 429
2018
Q3
$45K Hold
1,000
﹤0.01% 450
2018
Q2
$40K Sell
1,000
-985
-50% -$39.4K ﹤0.01% 448
2018
Q1
$80K Buy
1,985
+440
+28% +$17.7K ﹤0.01% 365
2017
Q4
$66K Hold
1,545
﹤0.01% 398
2017
Q3
$77K Buy
+1,545
New +$77K ﹤0.01% 366
2013
Q4
Sell
-107
Closed -$5K 776
2013
Q3
$5K Sell
107
-1,493
-93% -$69.8K ﹤0.01% 651
2013
Q2
$82K Buy
+1,600
New +$82K ﹤0.01% 318