Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
2149
2022
Q4
Hold
0
2320
2022
Q3
Hold
0
2427
2022
Q2
Hold
0
2440
2022
Q1
Hold
0
2534
2021
Q4
Sell
-300
Closed -$5K 2579
2021
Q3
$5K Sell
300
-1,470
-83% -$24.5K ﹤0.01% 1855
2021
Q2
$27K Buy
1,770
+1,070
+153% +$16.3K ﹤0.01% 1453
2021
Q1
$10K Sell
700
-200
-22% -$2.86K ﹤0.01% 1628
2020
Q4
$7K Buy
+900
New +$7K ﹤0.01% 1514
2020
Q3
Hold
0
2237
2020
Q2
Hold
0
2067
2017
Q4
Hold
0
2791
2017
Q3
Sell
-9,708
Closed -$271K 3056
2017
Q2
$271K Buy
+9,708
New +$271K 0.01% 733
2017
Q1
Sell
-1,540
Closed -$44K 3333
2016
Q4
$44K Sell
1,540
-3,135
-67% -$89.6K ﹤0.01% 1574
2016
Q3
$127K Buy
4,675
+1,948
+71% +$52.9K 0.01% 998
2016
Q2
$73K Buy
2,727
+1,964
+257% +$52.6K ﹤0.01% 1179
2016
Q1
$22K Buy
763
+667
+695% +$19.2K ﹤0.01% 1683
2015
Q4
$2K Buy
+96
New +$2K ﹤0.01% 2711