Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-200
Closed -$7.89K 409
2023
Q1
$7.89K Hold
200
﹤0.01% 346
2022
Q4
$6K Hold
200
﹤0.01% 360
2022
Q3
$5K Hold
200
﹤0.01% 395
2022
Q2
$5K Hold
200
﹤0.01% 376
2022
Q1
$5K Hold
200
﹤0.01% 390
2021
Q4
$3K Hold
200
﹤0.01% 421
2021
Q3
$3K Hold
200
﹤0.01% 426
2021
Q2
$4K Hold
200
﹤0.01% 428
2021
Q1
$4K Sell
200
-300
-60% -$6K ﹤0.01% 440
2020
Q4
$8K Hold
500
﹤0.01% 354
2020
Q3
$4K Hold
500
﹤0.01% 355
2020
Q2
$5K Hold
500
﹤0.01% 354
2020
Q1
$4K Hold
500
﹤0.01% 352
2019
Q4
$10K Hold
500
0.01% 328
2019
Q3
$10K Sell
500
-300
-38% -$6K 0.01% 323
2019
Q2
$20K Hold
800
0.02% 270
2019
Q1
$20K Sell
800
-200
-20% -$5K 0.02% 278
2018
Q4
$22K Hold
1,000
0.02% 259
2018
Q3
$30K Buy
1,000
+75
+8% +$2.25K 0.02% 247
2018
Q2
$23K Hold
925
0.02% 270
2018
Q1
$22K Sell
925
-1,400
-60% -$33.3K 0.02% 269
2017
Q4
$56K Hold
2,325
0.04% 206
2017
Q3
$56K Sell
2,325
-250
-10% -$6.02K 0.05% 207
2017
Q2
$44K Sell
2,575
-200
-7% -$3.42K 0.04% 225
2017
Q1
$50K Sell
2,775
-100
-3% -$1.8K 0.04% 206
2016
Q4
$46 Buy
+2,875
New +$46 0.04% 201