Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-100
Closed -$2K 467
2023
Q3
$2K Hold
100
﹤0.01% 435
2023
Q2
$2K Sell
100
-100
-50% -$2K ﹤0.01% 428
2023
Q1
$4K Hold
200
﹤0.01% 376
2022
Q4
$4K Hold
200
﹤0.01% 362
2022
Q3
$3K Sell
200
-800
-80% -$12K ﹤0.01% 348
2022
Q2
$17K Hold
1,000
0.02% 254
2022
Q1
$20K Hold
1,000
0.02% 259
2021
Q4
$14K Hold
1,000
0.01% 295
2021
Q3
$13K Sell
1,000
-80
-7% -$1.04K 0.01% 289
2021
Q2
$17K Hold
1,080
0.02% 261
2021
Q1
$15K Hold
1,080
0.01% 277
2020
Q4
$15K Sell
1,080
-50
-4% -$694 0.01% 296
2020
Q3
$10K Hold
1,130
0.01% 304
2020
Q2
$14K Sell
1,130
-80
-7% -$991 0.01% 262
2020
Q1
$12K Hold
1,210
0.01% 274
2019
Q4
$30K Sell
1,210
-560
-32% -$13.9K 0.02% 221
2019
Q3
$38K Hold
1,770
0.03% 205
2019
Q2
$39K Sell
1,770
-120
-6% -$2.64K 0.03% 209
2019
Q1
$50K Hold
1,890
0.04% 183
2018
Q4
$49K Hold
1,890
0.04% 178
2018
Q3
$81K Sell
1,890
-245
-11% -$10.5K 0.06% 163
2018
Q2
$93K Sell
2,135
-100
-4% -$4.36K 0.07% 157
2018
Q1
$82K Sell
2,235
-90
-4% -$3.3K 0.07% 160
2017
Q4
$84K Buy
+2,325
New +$84K 0.06% 159