Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10
Closed -$8K 474
2023
Q2
$8K Buy
+10
New +$8K ﹤0.01% 318
2022
Q2
Sell
-101
Closed -$75K 325
2022
Q1
$75K Hold
101
﹤0.01% 308
2021
Q4
$85K Hold
101
﹤0.01% 307
2021
Q3
$80K Buy
101
+1
+1% +$792 ﹤0.01% 305
2021
Q2
$81K Hold
100
﹤0.01% 304
2021
Q1
$68K Hold
100
﹤0.01% 321
2020
Q4
$71K Hold
100
﹤0.01% 304
2020
Q3
$76K Hold
100
﹤0.01% 280
2020
Q2
$70K Buy
+100
New +$70K ﹤0.01% 299
2013
Q4
Sell
-2,000
Closed -$367K 250
2013
Q3
$367K Hold
2,000
0.04% 142
2013
Q2
$369K Buy
+2,000
New +$369K 0.07% 117