Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-720
Closed -$8K 2369
2023
Q2
$8K Buy
+720
New +$8K ﹤0.01% 1712
2022
Q4
Sell
-2,305
Closed -$21K 2268
2022
Q3
$21K Buy
+2,305
New +$21K ﹤0.01% 1363
2022
Q2
Sell
-765
Closed -$9K 2073
2022
Q1
$9K Hold
765
﹤0.01% 1416
2021
Q4
$8K Hold
765
﹤0.01% 1481
2021
Q3
$8K Sell
765
-126
-14% -$1.32K ﹤0.01% 1438
2021
Q2
$10K Buy
891
+126
+16% +$1.41K ﹤0.01% 1355
2021
Q1
$9K Buy
+765
New +$9K ﹤0.01% 1334
2019
Q2
Sell
-363
Closed -$6K 1893
2019
Q1
$6K Hold
363
﹤0.01% 1581
2018
Q4
$6K Buy
+363
New +$6K ﹤0.01% 1760
2018
Q3
Sell
-249
Closed -$4K 1906
2018
Q2
$4K Buy
+249
New +$4K ﹤0.01% 1594
2018
Q1
Sell
-165
Closed -$3K 1812
2017
Q4
$3K Sell
165
-24
-13% -$436 ﹤0.01% 1608
2017
Q3
$3K Hold
189
﹤0.01% 1717
2017
Q2
$3K Sell
189
-2,087
-92% -$33.1K ﹤0.01% 1737
2017
Q1
$35K Buy
+2,276
New +$35K ﹤0.01% 1372
2016
Q4
Sell
-641
Closed -$10K 2084
2016
Q3
$10K Buy
+641
New +$10K ﹤0.01% 1530
2015
Q1
Sell
-355
Closed -$6K 1602
2014
Q4
$6K Hold
355
﹤0.01% 1345
2014
Q3
$5K Sell
355
-232
-40% -$3.27K ﹤0.01% 1161
2014
Q2
$9K Sell
587
-391
-40% -$6K ﹤0.01% 1104
2014
Q1
$14K Buy
978
+355
+57% +$5.08K ﹤0.01% 1043
2013
Q4
$8K Buy
+623
New +$8K ﹤0.01% 1119
2013
Q3
Sell
-200
Closed -$2K 1397
2013
Q2
$2K Buy
+200
New +$2K ﹤0.01% 1269