Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,000
Closed -$4K 271
2023
Q2
$4K Hold
1,000
﹤0.01% 249
2023
Q1
$5K Hold
1,000
﹤0.01% 239
2022
Q4
$5K Hold
1,000
﹤0.01% 259
2022
Q3
$4K Hold
1,000
﹤0.01% 288
2022
Q2
$5K Hold
1,000
﹤0.01% 287
2022
Q1
$5K Hold
1,000
﹤0.01% 299
2021
Q4
$6K Hold
1,000
﹤0.01% 292
2021
Q3
$5K Hold
1,000
﹤0.01% 298
2021
Q2
$5K Hold
1,000
﹤0.01% 302
2021
Q1
$4K Hold
1,000
﹤0.01% 313
2020
Q4
$4K Hold
1,000
﹤0.01% 311
2020
Q3
$4K Buy
+1,000
New +$4K ﹤0.01% 299
2019
Q4
$7K Hold
2,000
﹤0.01% 285
2019
Q3
$10K Hold
2,000
0.01% 260
2019
Q2
$10K Hold
2,000
0.01% 267
2019
Q1
$11K Buy
+2,000
New +$11K 0.01% 263
2014
Q2
Sell
-16,900
Closed -$124K 89
2014
Q1
$124K Hold
16,900
0.1% 86
2013
Q4
$137K Sell
16,900
-29,000
-63% -$235K 0.11% 85
2013
Q3
$299K Hold
45,900
0.25% 68
2013
Q2
$172K Buy
+45,900
New +$172K 0.15% 79