Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
814
2023
Q2
Sell
-150
Closed -$12.9K 827
2023
Q1
$12.9K Hold
150
﹤0.01% 505
2022
Q4
$12.2K Hold
150
﹤0.01% 489
2022
Q3
$10K Hold
150
﹤0.01% 472
2022
Q2
$10K Hold
150
﹤0.01% 479
2022
Q1
$11K Sell
150
-16
-10% -$1.17K ﹤0.01% 487
2021
Q4
$17K Buy
166
+16
+11% +$1.64K ﹤0.01% 436
2021
Q3
$13K Sell
150
-100
-40% -$8.67K ﹤0.01% 437
2021
Q2
$23K Hold
250
﹤0.01% 369
2021
Q1
$23K Hold
250
0.01% 359
2020
Q4
$19K Hold
250
﹤0.01% 380
2020
Q3
$15K Hold
250
﹤0.01% 392
2020
Q2
$14K Hold
250
﹤0.01% 422
2020
Q1
$11K Hold
250
﹤0.01% 374
2019
Q4
$18K Buy
+250
New +$18K 0.01% 377