Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$407K Buy
35,438
+610
+2% +$7.01K ﹤0.01% 1138
2023
Q2
$419K Sell
34,828
-8,748
-20% -$105K 0.01% 819
2023
Q1
$520K Sell
43,576
-90,810
-68% -$1.08M 0.01% 678
2022
Q4
$1.1M Buy
134,386
+17,616
+15% +$144K 0.01% 754
2022
Q3
$1.05M Buy
+116,770
New +$1.05M 0.01% 704
2020
Q3
Sell
-3,000
Closed -$36K 1037
2020
Q2
$36K Hold
3,000
﹤0.01% 356
2020
Q1
$36K Buy
+3,000
New +$36K 0.01% 353
2018
Q2
Sell
-340
Closed -$6K 349
2018
Q1
$6K Buy
+340
New +$6K ﹤0.01% 276
2017
Q3
Sell
-2,013
Closed -$32K 353
2017
Q2
$32K Buy
+2,013
New +$32K 0.01% 248
2014
Q2
Sell
-800
Closed -$12K 192
2014
Q1
$12K Buy
+800
New +$12K 0.03% 89