Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-480
Closed -$39K 343
2022
Q3
$39K Hold
480
﹤0.01% 518
2022
Q2
$47K Sell
480
-125
-21% -$12.2K ﹤0.01% 518
2022
Q1
$72K Hold
605
﹤0.01% 496
2021
Q4
$82K Hold
605
﹤0.01% 477
2021
Q3
$94K Buy
+605
New +$94K ﹤0.01% 445
2021
Q1
Sell
-3
Closed 735
2020
Q4
$0 Buy
+3
New ﹤0.01% 785
2015
Q2
Sell
-250
Closed -$12K 1205
2015
Q1
$12K Hold
250
﹤0.01% 891
2014
Q4
$13K Hold
250
﹤0.01% 898
2014
Q3
$13K Hold
250
﹤0.01% 898
2014
Q2
$15K Hold
250
﹤0.01% 882
2014
Q1
$14K Hold
250
﹤0.01% 865
2013
Q4
$12K Hold
250
﹤0.01% 898
2013
Q3
$11K Sell
250
-900
-78% -$39.6K ﹤0.01% 990
2013
Q2
$42K Buy
+1,150
New +$42K ﹤0.01% 1180