Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-500
Closed -$21K 396
2022
Q4
$21K Hold
500
0.01% 292
2022
Q3
$18K Hold
500
0.01% 308
2022
Q2
$21K Hold
500
0.01% 305
2022
Q1
$29K Hold
500
0.01% 266
2021
Q4
$33K Hold
500
0.01% 250
2021
Q3
$35K Hold
500
0.01% 242
2021
Q2
$35K Buy
+500
New +$35K 0.01% 243
2016
Q3
Sell
-200
Closed -$5K 260
2016
Q2
$5K Hold
200
﹤0.01% 162
2016
Q1
$5K Hold
200
﹤0.01% 159
2015
Q4
$5K Buy
+200
New +$5K ﹤0.01% 161