Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-220
Closed -$1K 1425
2023
Q3
$1K Hold
220
﹤0.01% 1296
2023
Q2
$3K Hold
220
﹤0.01% 1172
2023
Q1
$2K Hold
220
﹤0.01% 1239
2022
Q4
$2K Hold
220
﹤0.01% 1550
2022
Q3
$3K Hold
220
﹤0.01% 1646
2022
Q2
$4K Hold
220
﹤0.01% 1569
2022
Q1
$10K Sell
220
-270
-55% -$12.3K ﹤0.01% 1541
2021
Q4
$46K Buy
490
+265
+118% +$24.9K ﹤0.01% 1211
2021
Q3
$35K Sell
225
-1,205
-84% -$187K ﹤0.01% 1330
2021
Q2
$230K Buy
1,430
+1,120
+361% +$180K 0.01% 690
2021
Q1
$70K Buy
+310
New +$70K ﹤0.01% 1022
2020
Q4
Hold
0
1864
2016
Q1
Sell
-12
Closed -$3K 2871
2015
Q4
$3K Buy
+12
New +$3K ﹤0.01% 2616