Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
616
2022
Q4
Hold
0
758
2022
Q3
Hold
0
803
2020
Q2
Sell
-2,800
Closed -$188K 445
2020
Q1
$188K Buy
+2,800
New +$188K 0.01% 282
2018
Q4
Hold
0
419
2018
Q3
Sell
-4,000
Closed -$95K 428
2018
Q2
$95K Buy
+4,000
New +$95K ﹤0.01% 382
2018
Q1
Hold
0
440
2017
Q4
Hold
0
456