Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-700
Closed -$30K 465
2022
Q3
$30K Hold
700
﹤0.01% 558
2022
Q2
$34K Hold
700
﹤0.01% 546
2022
Q1
$38K Sell
700
-575
-45% -$31.2K ﹤0.01% 576
2021
Q4
$61K Hold
1,275
﹤0.01% 520
2021
Q3
$50K Hold
1,275
﹤0.01% 526
2021
Q2
$49K Hold
1,275
﹤0.01% 493
2021
Q1
$49K Hold
1,275
﹤0.01% 506
2020
Q4
$39K Hold
1,275
﹤0.01% 515
2020
Q3
$29K Hold
1,275
﹤0.01% 527
2020
Q2
$29K Hold
1,275
﹤0.01% 535
2020
Q1
$26K Hold
1,275
﹤0.01% 560
2019
Q4
$39K Hold
1,275
﹤0.01% 568
2019
Q3
$31K Hold
1,275
﹤0.01% 589
2019
Q2
$32K Hold
1,275
﹤0.01% 585
2019
Q1
$24K Buy
+1,275
New +$24K ﹤0.01% 622
2014
Q1
Sell
-71
Closed -$2K 1157
2013
Q4
$2K Sell
71
-973
-93% -$27.4K ﹤0.01% 1020
2013
Q3
$34K Hold
1,044
﹤0.01% 777
2013
Q2
$34K Buy
+1,044
New +$34K ﹤0.01% 1212