Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-689
Closed -$63.6K 1181
2022
Q4
$63.6K Hold
689
﹤0.01% 488
2022
Q3
$55K Hold
689
﹤0.01% 499
2022
Q2
$68K Hold
689
﹤0.01% 460
2022
Q1
$82K Hold
689
﹤0.01% 451
2021
Q4
$94K Sell
689
-75
-10% -$10.2K ﹤0.01% 449
2021
Q3
$119K Buy
764
+75
+11% +$11.7K 0.01% 391
2021
Q2
$100K Hold
689
0.01% 429
2021
Q1
$91K Hold
689
0.01% 419
2020
Q4
$82K Sell
689
-200
-22% -$23.8K 0.01% 416
2020
Q3
$84K Buy
889
+200
+29% +$18.9K 0.01% 389
2020
Q2
$67K Buy
+689
New +$67K 0.01% 415
2014
Q3
Sell
-100
Closed -$6K 791
2014
Q2
$6K Hold
100
﹤0.01% 680
2014
Q1
$6K Buy
+100
New +$6K ﹤0.01% 622