Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$29.4K Hold
2,181
﹤0.01% 562
2023
Q1
$25.9K Sell
2,181
-400
-15% -$4.75K ﹤0.01% 516
2022
Q4
$31.4K Sell
2,581
-8,415
-77% -$102K 0.01% 468
2022
Q3
$93K Buy
10,996
+1,200
+12% +$10.1K 0.02% 294
2022
Q2
$97K Sell
9,796
-14,679
-60% -$145K 0.02% 292
2022
Q1
$255K Buy
24,475
+22,475
+1,124% +$234K 0.05% 198
2021
Q4
$28K Hold
2,000
0.01% 447
2021
Q3
$29K Hold
2,000
0.01% 438
2021
Q2
$26K Hold
2,000
0.01% 456
2021
Q1
$24K Hold
2,000
0.01% 429
2020
Q4
$19K Hold
2,000
0.01% 433
2020
Q3
$14K Hold
2,000
﹤0.01% 437
2020
Q2
$14K Hold
2,000
0.01% 406
2020
Q1
$24K Hold
2,000
0.01% 338
2019
Q4
$24K Sell
2,000
-3,500
-64% -$42K 0.01% 345
2019
Q3
$57K Buy
+5,500
New +$57K 0.02% 239
2016
Q3
Sell
-322
Closed -$3K 627
2016
Q2
$3K Buy
+322
New +$3K ﹤0.01% 512
2014
Q3
Sell
-26
Closed 655
2014
Q2
$0 Buy
+26
New ﹤0.01% 624