Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-150
Closed -$6.7K 654
2023
Q2
$6.7K Hold
150
﹤0.01% 500
2023
Q1
$6.66K Hold
150
﹤0.01% 474
2022
Q4
$6.22K Buy
+150
New +$6.22K ﹤0.01% 489
2022
Q1
Sell
-150
Closed -$10K 262
2021
Q4
$10K Hold
150
﹤0.01% 448
2021
Q3
$10K Hold
150
﹤0.01% 444
2021
Q2
$11K Hold
150
﹤0.01% 445
2021
Q1
$9K Hold
150
﹤0.01% 455
2020
Q4
$8K Hold
150
﹤0.01% 457
2020
Q3
$8K Hold
150
﹤0.01% 427
2020
Q2
$8K Sell
150
-276
-65% -$14.7K ﹤0.01% 429
2020
Q1
$13K Hold
426
﹤0.01% 360
2019
Q4
$15K Buy
426
+25
+6% +$880 ﹤0.01% 381
2019
Q3
$16K Buy
+401
New +$16K ﹤0.01% 359
2018
Q1
Sell
-44
Closed -$2K 676
2017
Q4
$2K Hold
44
﹤0.01% 585
2017
Q3
$2K Hold
44
﹤0.01% 560
2017
Q2
$2K Hold
44
﹤0.01% 550
2017
Q1
$1K Buy
+44
New +$1K ﹤0.01% 594