Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,600
Closed -$94K 1642
2023
Q3
$94K Buy
+1,600
New +$94K 0.01% 566
2021
Q2
Sell
-270
Closed -$10K 2449
2021
Q1
$10K Buy
+270
New +$10K ﹤0.01% 1624
2020
Q1
Sell
-2,613
Closed -$79K 1771
2019
Q4
$79K Buy
+2,613
New +$79K ﹤0.01% 753
2019
Q3
Hold
0
1834
2019
Q2
Hold
0
1922
2019
Q1
Hold
0
1854
2018
Q4
Sell
-50
Closed -$1K 1920
2018
Q3
$1K Sell
50
-900
-95% -$18K ﹤0.01% 1532
2018
Q2
$17K Sell
950
-7,892
-89% -$141K ﹤0.01% 1170
2018
Q1
$143K Buy
8,842
+8,298
+1,525% +$134K 0.01% 625
2017
Q4
$10K Buy
544
+250
+85% +$4.6K ﹤0.01% 1611
2017
Q3
$5K Hold
294
﹤0.01% 2120
2017
Q2
$4K Sell
294
-255
-46% -$3.47K ﹤0.01% 2454
2017
Q1
$8K Sell
549
-5
-0.9% -$73 ﹤0.01% 2234
2016
Q4
$9K Buy
554
+249
+82% +$4.05K ﹤0.01% 2254
2016
Q3
$4K Sell
305
-344
-53% -$4.51K ﹤0.01% 2436
2016
Q2
$8K Sell
649
-492
-43% -$6.07K ﹤0.01% 2233
2016
Q1
$17K Sell
1,141
-5,809
-84% -$86.6K ﹤0.01% 1804
2015
Q4
$117K Buy
+6,950
New +$117K 0.01% 954