Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-150
Closed -$1.75K 3311
2023
Q2
$1.75K Hold
150
﹤0.01% 2920
2023
Q1
$3.58K Sell
150
-50
-25% -$1.19K ﹤0.01% 2698
2022
Q4
$5K Hold
200
﹤0.01% 3759
2022
Q3
$5K Hold
200
﹤0.01% 3999
2022
Q2
$5K Hold
200
﹤0.01% 3755
2022
Q1
$5K Buy
+200
New +$5K ﹤0.01% 3755
2018
Q3
Sell
-400
Closed -$10K 3777
2018
Q2
$10K Sell
400
-136
-25% -$3.4K ﹤0.01% 2834
2018
Q1
$14K Hold
536
﹤0.01% 2585
2017
Q4
$14K Sell
536
-414
-44% -$10.8K ﹤0.01% 2582
2017
Q3
$25K Hold
950
﹤0.01% 2414
2017
Q2
$20K Buy
950
+9
+1% +$189 ﹤0.01% 2552
2017
Q1
$19K Buy
941
+171
+22% +$3.45K ﹤0.01% 2506
2016
Q4
$16K Buy
+770
New +$16K ﹤0.01% 2580
2016
Q3
Sell
-500
Closed -$6K 3885
2016
Q2
$6K Buy
+500
New +$6K ﹤0.01% 2994
2016
Q1
Sell
-249
Closed -$3K 2436
2015
Q4
$3K Buy
+249
New +$3K ﹤0.01% 3139