Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
1888
2023
Q1
Sell
-1,016
Closed -$10K 2077
2022
Q4
$10K Buy
+1,016
New +$10K ﹤0.01% 1286
2022
Q1
Hold
0
2480
2021
Q4
Sell
-1,465
Closed -$10K 2532
2021
Q3
$10K Sell
1,465
-5,200
-78% -$35.5K ﹤0.01% 1712
2021
Q2
$49K Buy
6,665
+5,900
+771% +$43.4K ﹤0.01% 1242
2021
Q1
$5K Buy
+765
New +$5K ﹤0.01% 1772
2020
Q4
Sell
-6,465
Closed -$53K 2292
2020
Q3
$53K Buy
6,465
+4,565
+240% +$37.4K ﹤0.01% 870
2020
Q2
$19K Buy
+1,900
New +$19K ﹤0.01% 1100
2020
Q1
Hold
0
1964
2019
Q4
Hold
0
2039
2019
Q3
Sell
-300
Closed -$3K 2035
2019
Q2
$3K Buy
300
+200
+200% +$2K ﹤0.01% 1431
2019
Q1
$1K Buy
+100
New +$1K ﹤0.01% 1423
2017
Q3
Sell
-906
Closed -$8K 3003
2017
Q2
$8K Sell
906
-1,772
-66% -$15.6K ﹤0.01% 2234
2017
Q1
$27K Buy
+2,678
New +$27K ﹤0.01% 1763
2016
Q2
Hold
0
3290
2016
Q1
Hold
0
3292
2015
Q4
Hold
0
3225