Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-380
Closed -$10K 155
2022
Q3
$10K Buy
+380
New +$10K ﹤0.01% 685
2021
Q1
Sell
-56
Closed -$2K 709
2020
Q4
$2K Buy
+56
New +$2K ﹤0.01% 684
2020
Q2
Sell
-2,200
Closed -$38K 676
2020
Q1
$38K Hold
2,200
﹤0.01% 518
2019
Q4
$50K Hold
2,200
﹤0.01% 540
2019
Q3
$44K Hold
2,200
﹤0.01% 547
2019
Q2
$41K Hold
2,200
﹤0.01% 545
2019
Q1
$33K Buy
+2,200
New +$33K ﹤0.01% 574
2018
Q4
Sell
-5,012
Closed -$65K 734
2018
Q3
$65K Hold
5,012
﹤0.01% 476
2018
Q2
$71K Hold
5,012
﹤0.01% 485
2018
Q1
$64K Sell
5,012
-1,540
-24% -$19.7K ﹤0.01% 490
2017
Q4
$71K Buy
+6,552
New +$71K ﹤0.01% 519
2014
Q1
Sell
-7,080
Closed -$32K 1131
2013
Q4
$32K Hold
7,080
﹤0.01% 753
2013
Q3
$28K Sell
7,080
-4,123,856
-100% -$16.3M ﹤0.01% 810
2013
Q2
$15.9M Buy
+4,130,936
New +$15.9M 0.32% 102