Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-200
Closed -$22K 1743
2023
Q3
$22K Buy
+200
New +$22K ﹤0.01% 857
2019
Q4
Sell
-396
Closed -$12K 1938
2019
Q3
$12K Hold
396
﹤0.01% 1152
2019
Q2
$10K Buy
+396
New +$10K ﹤0.01% 1286
2019
Q1
Sell
-96
Closed -$2K 1974
2018
Q4
$2K Hold
96
﹤0.01% 1473
2018
Q3
$2K Hold
96
﹤0.01% 1484
2018
Q2
$2K Sell
96
-600
-86% -$12.5K ﹤0.01% 1545
2018
Q1
$18K Sell
696
-1,904
-73% -$49.2K ﹤0.01% 1229
2017
Q4
$67K Buy
2,600
+1,130
+77% +$29.1K ﹤0.01% 997
2017
Q3
$41K Sell
1,470
-16,089
-92% -$449K ﹤0.01% 1343
2017
Q2
$387K Sell
17,559
-6,349
-27% -$140K 0.01% 601
2017
Q1
$444K Buy
23,908
+10,526
+79% +$195K 0.02% 509
2016
Q4
$175K Buy
13,382
+5,882
+78% +$76.9K 0.01% 912
2016
Q3
$88K Buy
+7,500
New +$88K ﹤0.01% 1166
2016
Q2
Sell
-107
Closed -$1K 3197
2016
Q1
$1K Sell
107
-500
-82% -$4.67K ﹤0.01% 2676
2015
Q4
$5K Buy
+607
New +$5K ﹤0.01% 2508