Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-130
Closed -$1K 320
2022
Q4
$1K Sell
130
-75
-37% -$577 ﹤0.01% 303
2022
Q3
$2K Sell
205
-105
-34% -$1.02K ﹤0.01% 301
2022
Q2
$4K Hold
310
﹤0.01% 293
2022
Q1
$6K Buy
310
+150
+94% +$2.9K ﹤0.01% 296
2021
Q4
$4K Hold
160
﹤0.01% 306
2021
Q3
$4K Sell
160
-110
-41% -$2.75K ﹤0.01% 307
2021
Q2
$7K Hold
270
﹤0.01% 294
2021
Q1
$7K Hold
270
﹤0.01% 302
2020
Q4
$5K Hold
270
﹤0.01% 305
2020
Q3
$3K Buy
+270
New +$3K ﹤0.01% 306
2019
Q4
$5K Buy
180
+30
+20% +$833 ﹤0.01% 299
2019
Q3
$3K Hold
150
﹤0.01% 308
2019
Q2
$3K Hold
150
﹤0.01% 315
2019
Q1
$3K Hold
150
﹤0.01% 315
2018
Q4
$3K Sell
150
-30
-17% -$600 ﹤0.01% 315
2018
Q3
$5K Hold
180
﹤0.01% 328
2018
Q2
$6K Hold
180
﹤0.01% 317
2018
Q1
$7K Hold
180
﹤0.01% 310
2017
Q4
$6K Sell
180
-90
-33% -$3K ﹤0.01% 322
2017
Q3
$9.62K Hold
270
0.01% 257
2017
Q2
$8.32K Hold
270
0.01% 259
2017
Q1
$7.3K Hold
270
﹤0.01% 259
2016
Q4
$8K Buy
+270
New +$8K 0.01% 255
2016
Q2
$7K Buy
270
+140
+108% +$3.63K ﹤0.01% 256
2016
Q1
$4K Buy
+130
New +$4K ﹤0.01% 254