Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$2.33K 187
2022
Q4
$2.33K Hold
200
﹤0.01% 274
2022
Q3
$2K Buy
+200
New +$2K ﹤0.01% 272
2021
Q1
Sell
-3,070
Closed -$27K 360
2020
Q4
$27K Hold
3,070
0.02% 241
2020
Q3
$20K Hold
3,070
0.01% 232
2020
Q2
$19K Hold
3,070
0.01% 203
2020
Q1
$15K Hold
3,070
0.01% 208
2019
Q4
$29K Buy
+3,070
New +$29K 0.02% 190
2018
Q1
Sell
-4,615
Closed -$58K 251
2017
Q4
$58K Hold
4,615
0.05% 159
2017
Q3
$55K Sell
4,615
-100
-2% -$1.19K 0.05% 163
2017
Q2
$53K Buy
4,715
+575
+14% +$6.46K 0.05% 170
2017
Q1
$48K Sell
4,140
-500
-11% -$5.8K 0.05% 154
2016
Q4
$56K Buy
+4,640
New +$56K 0.05% 148