Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-712
Closed -$3K 4436
2022
Q4
$3K Hold
712
﹤0.01% 4074
2022
Q3
$3K Hold
712
﹤0.01% 4275
2022
Q2
$3K Hold
712
﹤0.01% 4041
2022
Q1
$3K Buy
712
+252
+55% +$1.06K ﹤0.01% 4041
2021
Q4
$3K Buy
+460
New +$3K ﹤0.01% 2655
2021
Q3
Hold
0
4621
2021
Q2
Sell
-1,000
Closed -$6K 4417
2021
Q1
$6K Buy
1,000
+500
+100% +$3K ﹤0.01% 2357
2020
Q4
$3K Buy
500
+484
+3,025% +$2.9K ﹤0.01% 2517
2020
Q3
$0 Buy
+16
New ﹤0.01% 3941
2020
Q2
Hold
0
3762
2020
Q1
Hold
0
3670
2019
Q4
Sell
-162
Closed 3641
2019
Q3
$0 Buy
+162
New ﹤0.01% 3663
2019
Q1
Sell
-2
Closed 3418
2018
Q4
$0 Hold
2
﹤0.01% 3836
2018
Q3
$0 Hold
2
﹤0.01% 3975
2018
Q2
$0 Sell
2
-23
-92% ﹤0.01% 4029
2018
Q1
$0 Buy
25
+23
+1,150% ﹤0.01% 3814
2017
Q4
$0 Buy
+2
New ﹤0.01% 4060
2016
Q3
Sell
-6
Closed 4037
2016
Q2
$0 Buy
+6
New ﹤0.01% 4209
2016
Q1
Sell
-6
Closed 3454
2015
Q4
$0 Buy
+6
New ﹤0.01% 3789