Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-400
Closed -$83K 2069
2022
Q4
$83K Sell
400
-800
-67% -$166K 0.01% 679
2022
Q3
$228K Buy
+1,200
New +$228K 0.02% 455
2022
Q1
Hold
0
2472
2021
Q4
Hold
0
2526
2020
Q2
Sell
-500
Closed -$36K 2014
2020
Q1
$36K Buy
+500
New +$36K ﹤0.01% 852
2019
Q4
Sell
-600
Closed -$56K 2033
2019
Q3
$56K Buy
+600
New +$56K 0.01% 775
2018
Q2
Sell
-6
Closed 2166
2018
Q1
$0 Sell
6
-51
-89% ﹤0.01% 2366
2017
Q4
$4K Buy
57
+49
+613% +$3.44K ﹤0.01% 1864
2017
Q3
$0 Buy
+8
New ﹤0.01% 2995
2017
Q2
Sell
-333
Closed -$14K 3228
2017
Q1
$14K Sell
333
-2,500
-88% -$105K ﹤0.01% 2020
2016
Q4
$125K Buy
+2,833
New +$125K ﹤0.01% 1085
2016
Q3
Hold
0
3276
2016
Q2
Sell
-994
Closed -$27K 3285
2016
Q1
$27K Buy
+994
New +$27K ﹤0.01% 1586
2015
Q4
Hold
0
3222