Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$30.3K Hold
2,000
0.01% 150
2023
Q1
$24K Hold
2,000
0.01% 155
2022
Q4
$23K Hold
2,000
0.01% 153
2022
Q3
$22K Hold
2,000
0.01% 135
2022
Q2
$22K Buy
+2,000
New +$22K 0.01% 138
2020
Q3
Sell
-2,000
Closed -$22K 188
2020
Q2
$22K Buy
+2,000
New +$22K 0.01% 138
2016
Q4
Sell
-52
Closed -$1K 205
2016
Q3
$1K Buy
52
+1
+2% +$19 ﹤0.01% 229
2016
Q2
$1K Hold
51
﹤0.01% 212
2016
Q1
$1K Sell
51
-216
-81% -$4.24K ﹤0.01% 214
2015
Q4
$4K Hold
267
﹤0.01% 201
2015
Q3
$4K Sell
267
-367
-58% -$5.5K ﹤0.01% 211
2015
Q2
$10K Sell
634
-10,136
-94% -$160K ﹤0.01% 206
2015
Q1
$174K Buy
10,770
+91
+0.9% +$1.47K 0.07% 124
2014
Q4
$166K Buy
10,679
+77
+0.7% +$1.2K 0.07% 128
2014
Q3
$157K Sell
10,602
-261
-2% -$3.87K 0.07% 124
2014
Q2
$187K Sell
10,863
-1,171
-10% -$20.2K 0.07% 104
2014
Q1
$188K Buy
12,034
+1,468
+14% +$22.9K 0.07% 99
2013
Q4
$163K Sell
10,566
-60
-0.6% -$926 0.06% 113
2013
Q3
$183K Buy
10,626
+2,242
+27% +$38.6K 0.07% 115
2013
Q2
$130K Buy
+8,384
New +$130K 0.05% 133