Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-996
Closed -$21K 3671
2022
Q4
$21K Buy
996
+624
+168% +$13.2K ﹤0.01% 2841
2022
Q3
$8K Hold
372
﹤0.01% 3765
2022
Q2
$8K Hold
372
﹤0.01% 3517
2022
Q1
$8K Buy
+372
New +$8K ﹤0.01% 3517
2021
Q3
Hold
0
3667
2021
Q2
Hold
0
3405
2021
Q1
Sell
-1,805
Closed -$128K 3319
2020
Q4
$128K Buy
+1,805
New +$128K 0.01% 1008
2020
Q3
Hold
0
3087
2020
Q2
Sell
-209
Closed -$29K 2966
2020
Q1
$29K Buy
209
+8
+4% +$1.11K ﹤0.01% 1340
2019
Q4
$19K Buy
+201
New +$19K ﹤0.01% 1626
2019
Q3
Hold
0
3206
2016
Q4
Sell
-50
Closed -$1K 3980
2016
Q3
$1K Hold
50
﹤0.01% 3690
2016
Q2
$1K Buy
+50
New +$1K ﹤0.01% 3586
2016
Q1
Sell
-50
Closed 2643
2015
Q4
$0 Buy
+50
New ﹤0.01% 3723