Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,941
Closed -$9K 2321
2022
Q4
$9K Hold
2,941
﹤0.01% 2330
2022
Q3
$13K Hold
2,941
﹤0.01% 2312
2022
Q2
$14K Hold
2,941
﹤0.01% 2326
2022
Q1
$20K Hold
2,941
﹤0.01% 2352
2021
Q4
$14K Hold
2,941
﹤0.01% 2422
2021
Q3
$20K Hold
2,941
﹤0.01% 2439
2021
Q2
$24K Hold
2,941
﹤0.01% 2446
2021
Q1
$23K Hold
2,941
﹤0.01% 2487
2020
Q4
$24K Buy
+2,941
New +$24K ﹤0.01% 2504
2016
Q4
Sell
-5,300
Closed -$79K 2535
2016
Q3
$79K Hold
5,300
﹤0.01% 2224
2016
Q2
$85K Hold
5,300
﹤0.01% 2164
2016
Q1
$57K Hold
5,300
﹤0.01% 2072
2015
Q4
$66K Hold
5,300
﹤0.01% 2024
2015
Q3
$83K Hold
5,300
﹤0.01% 1835
2015
Q2
$89K Buy
+5,300
New +$89K ﹤0.01% 1951