Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-200
Closed -$2.2K 2829
2023
Q2
$2.2K Buy
+200
New +$2.2K ﹤0.01% 2116
2023
Q1
Sell
-200
Closed -$2.74K 2918
2022
Q4
$2.74K Buy
+200
New +$2.74K ﹤0.01% 2099
2022
Q2
Sell
-275
Closed -$5K 2774
2022
Q1
$5K Sell
275
-203
-42% -$3.69K ﹤0.01% 1616
2021
Q4
$8K Buy
478
+278
+139% +$4.65K ﹤0.01% 1370
2021
Q3
$4K Hold
200
﹤0.01% 1349
2021
Q2
$4K Hold
200
﹤0.01% 1402
2021
Q1
$3K Hold
200
﹤0.01% 1462
2020
Q4
$3K Hold
200
﹤0.01% 1374
2020
Q3
$4K Hold
200
﹤0.01% 1203
2020
Q2
$2K Hold
200
﹤0.01% 1440
2020
Q1
$1K Sell
200
-299
-60% -$1.5K ﹤0.01% 1555
2019
Q4
$6K Buy
499
+299
+150% +$3.6K ﹤0.01% 1071
2019
Q3
$2K Sell
200
-370
-65% -$3.7K ﹤0.01% 1292
2019
Q2
$7K Sell
570
-145
-20% -$1.78K ﹤0.01% 990
2019
Q1
$11K Sell
715
-292
-29% -$4.49K ﹤0.01% 871
2018
Q4
$17K Buy
+1,007
New +$17K 0.01% 675