Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-20
Closed -$4K 1765
2022
Q4
$4K Buy
+20
New +$4K ﹤0.01% 1462
2022
Q3
Sell
-100
Closed -$21K 2146
2022
Q2
$21K Buy
+100
New +$21K ﹤0.01% 1168
2021
Q1
Hold
0
2302
2020
Q4
Hold
0
2027
2020
Q3
Hold
0
1930
2020
Q2
Hold
0
1802
2020
Q1
Sell
-31,000
Closed -$4.56M 1700
2019
Q4
$4.56M Buy
31,000
+9,565
+45% +$1.41M 0.28% 44
2019
Q3
$3.32M Buy
+21,435
New +$3.32M 0.3% 37
2019
Q2
Sell
-1,100
Closed -$126K 1854
2019
Q1
$126K Buy
+1,100
New +$126K 0.01% 579
2018
Q1
Hold
0
2080
2017
Q4
Sell
-1,919
Closed -$209K 2419
2017
Q3
$209K Sell
1,919
-1,148
-37% -$125K 0.01% 729
2017
Q2
$329K Buy
3,067
+1,157
+61% +$124K 0.01% 660
2017
Q1
$208K Buy
1,910
+555
+41% +$60.4K 0.01% 811
2016
Q4
$140K Sell
1,355
-1,545
-53% -$160K 0.01% 1025
2016
Q3
$277K Buy
2,900
+1,900
+190% +$181K 0.01% 626
2016
Q2
$113K Buy
+1,000
New +$113K 0.01% 950
2016
Q1
Sell
-9,160
Closed -$817K 3037
2015
Q4
$817K Buy
+9,160
New +$817K 0.05% 253