Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,960
Closed -$30K 1536
2022
Q4
$30K Hold
5,960
﹤0.01% 1475
2022
Q3
$45K Hold
5,960
﹤0.01% 1420
2022
Q2
$72K Buy
+5,960
New +$72K ﹤0.01% 1337
2019
Q4
Sell
-34,755
Closed -$258K 1546
2019
Q3
$258K Buy
+34,755
New +$258K ﹤0.01% 1222
2018
Q3
Sell
-2,210
Closed -$29K 1415
2018
Q2
$29K Hold
2,210
﹤0.01% 1257
2018
Q1
$24K Sell
2,210
-59,100
-96% -$642K ﹤0.01% 1245
2017
Q4
$500K Buy
+61,310
New +$500K ﹤0.01% 962
2014
Q1
Sell
-10,147
Closed -$341K 1345
2013
Q4
$341K Buy
+10,147
New +$341K 0.01% 907