Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,254
Closed -$30K 212
2021
Q4
$30K Hold
1,254
﹤0.01% 135
2021
Q3
$29K Hold
1,254
﹤0.01% 145
2021
Q2
$33K Buy
+1,254
New +$33K 0.01% 143
2015
Q3
Sell
-1,719
Closed -$23K 155
2015
Q2
$23K Hold
1,719
0.01% 189
2015
Q1
$22K Hold
1,719
0.01% 193
2014
Q4
$24K Buy
1,719
+478
+39% +$6.67K 0.01% 175
2014
Q3
$18K Hold
1,241
0.01% 217
2014
Q2
$19K Hold
1,241
0.01% 215
2014
Q1
$18K Hold
1,241
0.01% 238
2013
Q4
$18K Buy
+1,241
New +$18K 0.01% 213