Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-557
Closed -$13K 4220
2022
Q4
$13K Buy
557
+108
+24% +$2.52K ﹤0.01% 3222
2022
Q3
$11K Buy
449
+358
+393% +$8.77K ﹤0.01% 3596
2022
Q2
$2K Hold
91
﹤0.01% 4171
2022
Q1
$2K Buy
+91
New +$2K ﹤0.01% 4171
2017
Q3
Sell
-2,500
Closed -$44K 4137
2017
Q2
$44K Buy
2,500
+1,500
+150% +$26.4K ﹤0.01% 2040
2017
Q1
$16K Hold
1,000
﹤0.01% 2623
2016
Q4
$15K Buy
+1,000
New +$15K ﹤0.01% 2645