Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-20
Closed -$3K 463
2023
Q2
$3K Buy
+20
New +$3K ﹤0.01% 466
2020
Q4
Sell
-1,600
Closed -$165K 431
2020
Q3
$165K Hold
1,600
0.01% 205
2020
Q2
$162K Buy
1,600
+800
+100% +$81K 0.01% 199
2020
Q1
$54K Buy
+800
New +$54K ﹤0.01% 173
2019
Q2
Sell
-800
Closed -$24K 254
2019
Q1
$24K Hold
800
﹤0.01% 226
2018
Q4
$24K Buy
+800
New +$24K ﹤0.01% 225