Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12
Closed -$2K 498
2023
Q3
$2K Hold
12
﹤0.01% 438
2023
Q2
$2K Hold
12
﹤0.01% 442
2023
Q1
$2K Buy
+12
New +$2K ﹤0.01% 435
2020
Q1
Sell
-50
Closed -$3K 260
2019
Q4
$3K Hold
50
﹤0.01% 235
2019
Q3
$3K Hold
50
﹤0.01% 226
2019
Q2
$3K Hold
50
﹤0.01% 221
2019
Q1
$3K Hold
50
﹤0.01% 216
2018
Q4
$2K Sell
50
-250
-83% -$10K ﹤0.01% 220
2018
Q3
$21K Hold
300
0.02% 132
2018
Q2
$20K Buy
300
+50
+20% +$3.33K 0.02% 142
2018
Q1
$13K Hold
250
0.01% 150
2017
Q4
$12K Buy
+250
New +$12K 0.01% 136