Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,000
Closed -$89.6K 1438
2023
Q1
$89.6K Sell
2,000
-99
-5% -$4.43K ﹤0.01% 824
2022
Q4
$92.3K Buy
2,099
+99
+5% +$4.35K ﹤0.01% 842
2022
Q3
$83K Hold
2,000
﹤0.01% 850
2022
Q2
$98K Hold
2,000
﹤0.01% 846
2022
Q1
$110K Hold
2,000
﹤0.01% 860
2021
Q4
$104K Hold
2,000
﹤0.01% 866
2021
Q3
$100K Sell
2,000
-137
-6% -$6.85K ﹤0.01% 863
2021
Q2
$105K Buy
2,137
+137
+7% +$6.73K ﹤0.01% 853
2021
Q1
$90K Hold
2,000
﹤0.01% 843
2020
Q4
$85K Hold
2,000
﹤0.01% 818
2020
Q3
$82K Sell
2,000
-223
-10% -$9.14K ﹤0.01% 800
2020
Q2
$92K Buy
2,223
+83
+4% +$3.44K ﹤0.01% 783
2020
Q1
$87K Buy
2,140
+140
+7% +$5.69K ﹤0.01% 763
2019
Q4
$92K Sell
2,000
-2,394
-54% -$110K ﹤0.01% 802
2019
Q3
$212K Buy
4,394
+2,194
+100% +$106K ﹤0.01% 681
2019
Q2
$100K Buy
+2,200
New +$100K ﹤0.01% 816
2014
Q1
Sell
-345
Closed -$14K 1404
2013
Q4
$14K Buy
+345
New +$14K ﹤0.01% 1116
2013
Q3
Sell
-128
Closed -$5K 1367
2013
Q2
$5K Buy
+128
New +$5K ﹤0.01% 1229