Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-350
Closed -$55K 1806
2023
Q3
$55K Buy
+350
New +$55K 0.01% 686
2019
Q3
Sell
-200
Closed -$23K 1981
2019
Q2
$23K Buy
+200
New +$23K ﹤0.01% 1127
2019
Q1
Sell
-1,600
Closed -$126K 2025
2018
Q4
$126K Buy
+1,600
New +$126K 0.01% 543
2017
Q4
Sell
-54
Closed -$2K 2661
2017
Q3
$2K Buy
+54
New +$2K ﹤0.01% 2300
2017
Q2
Sell
-957
Closed -$41K 3182
2017
Q1
$41K Sell
957
-1,821
-66% -$78K ﹤0.01% 1584
2016
Q4
$104K Buy
2,778
+2,486
+851% +$93.1K ﹤0.01% 1176
2016
Q3
$11K Sell
292
-1,100
-79% -$41.4K ﹤0.01% 2099
2016
Q2
$42K Buy
1,392
+1,000
+255% +$30.2K ﹤0.01% 1456
2016
Q1
$12K Buy
392
+299
+322% +$9.15K ﹤0.01% 1966
2015
Q4
$3K Buy
+93
New +$3K ﹤0.01% 2637