Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-43
Closed -$15K 376
2023
Q2
$15K Buy
+43
New +$15K ﹤0.01% 266
2022
Q2
Sell
-292
Closed -$95K 293
2022
Q1
$95K Hold
292
﹤0.01% 288
2021
Q4
$88K Buy
292
+1
+0.3% +$301 ﹤0.01% 303
2021
Q3
$83K Hold
291
﹤0.01% 299
2021
Q2
$69K Buy
291
+1
+0.3% +$237 ﹤0.01% 322
2021
Q1
$67K Hold
290
﹤0.01% 324
2020
Q4
$61K Hold
290
﹤0.01% 321
2020
Q3
$60K Hold
290
﹤0.01% 309
2020
Q2
$56K Buy
+290
New +$56K ﹤0.01% 332
2014
Q4
Sell
-682
Closed -$60K 265
2014
Q3
$60K Hold
682
0.01% 232
2014
Q2
$61K Hold
682
0.01% 229
2014
Q1
$57K Hold
682
0.01% 226
2013
Q4
$57K Hold
682
0.01% 223
2013
Q3
$51K Buy
+682
New +$51K 0.01% 226