Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2
Closed -$593 482
2023
Q1
$593 Buy
+2
New +$593 ﹤0.01% 418
2022
Q3
Sell
-100
Closed -$28K 363
2022
Q2
$28K Hold
100
0.01% 270
2022
Q1
$30K Hold
100
0.01% 294
2021
Q4
$27K Hold
100
0.01% 304
2021
Q3
$26K Hold
100
0.01% 202
2021
Q2
$26K Hold
100
0.01% 197
2021
Q1
$25K Sell
100
-2,000
-95% -$500K 0.01% 265
2020
Q4
$524K Buy
+2,100
New +$524K 0.09% 203
2016
Q1
Sell
-531
Closed -$5K 288
2015
Q4
$5K Buy
531
+160
+43% +$1.51K ﹤0.01% 135
2015
Q3
$4K Buy
+371
New +$4K ﹤0.01% 146