Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-160
Closed -$5.69K 447
2023
Q1
$5.69K Hold
160
﹤0.01% 414
2022
Q4
$5.62K Sell
160
-248
-61% -$8.71K ﹤0.01% 416
2022
Q3
$12K Buy
+408
New +$12K ﹤0.01% 371
2021
Q1
Sell
-1,020
Closed -$47K 484
2020
Q4
$47K Hold
1,020
0.01% 306
2020
Q3
$48K Hold
1,020
0.01% 297
2020
Q2
$52K Buy
+1,020
New +$52K 0.01% 289
2017
Q1
Sell
-148
Closed -$7K 452
2016
Q4
$7K Sell
148
-69
-32% -$3.26K ﹤0.01% 383
2016
Q3
$12K Hold
217
﹤0.01% 346
2016
Q2
$12K Hold
217
﹤0.01% 347
2016
Q1
$11K Hold
217
﹤0.01% 349
2015
Q4
$11K Buy
+217
New +$11K ﹤0.01% 357