Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-60
Closed 1932
2022
Q4
$0 Sell
60
-2
-3% ﹤0.01% 2139
2022
Q3
$0 Buy
+62
New ﹤0.01% 2270
2018
Q1
Sell
-800
Closed -$24K 2248
2017
Q4
$24K Buy
+800
New +$24K ﹤0.01% 1336
2017
Q2
Sell
-16
Closed 3121
2017
Q1
$0 Sell
16
-800
-98% ﹤0.01% 3162
2016
Q4
$20K Sell
816
-784
-49% -$19.2K ﹤0.01% 1919
2016
Q3
$33K Sell
1,600
-800
-33% -$16.5K ﹤0.01% 1620
2016
Q2
$50K Hold
2,400
﹤0.01% 1371
2016
Q1
$45K Buy
2,400
+1,968
+456% +$36.9K ﹤0.01% 1352
2015
Q4
$9K Buy
+432
New +$9K ﹤0.01% 2229