Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-110
Closed -$25K 377
2023
Q1
$25K Hold
110
0.01% 292
2022
Q4
$19K Sell
110
-50
-31% -$8.64K 0.01% 303
2022
Q3
$23K Hold
160
0.01% 278
2022
Q2
$36K Buy
160
+110
+220% +$24.8K 0.01% 256
2022
Q1
$12K Hold
50
﹤0.01% 324
2021
Q4
$13K Hold
50
﹤0.01% 318
2021
Q3
$11K Hold
50
﹤0.01% 324
2021
Q2
$15K Buy
+50
New +$15K ﹤0.01% 305
2020
Q1
Sell
-250
Closed -$38K 335
2019
Q4
$38K Hold
250
0.02% 179
2019
Q3
$36K Buy
+250
New +$36K 0.02% 175
2016
Q4
Sell
-150
Closed -$26K 232
2016
Q3
$26K Buy
+150
New +$26K 0.02% 162