Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-55
Closed -$12K 1250
2023
Q2
$12K Sell
55
-20
-27% -$4.37K ﹤0.01% 803
2023
Q1
$16.4K Sell
75
-85
-53% -$18.6K ﹤0.01% 735
2022
Q4
$33.3K Hold
160
﹤0.01% 600
2022
Q3
$35K Hold
160
﹤0.01% 570
2022
Q2
$34K Hold
160
﹤0.01% 588
2022
Q1
$39K Hold
160
﹤0.01% 588
2021
Q4
$42K Buy
+160
New +$42K ﹤0.01% 613
2019
Q1
Sell
-156
Closed -$18K 800
2018
Q4
$18K Hold
156
﹤0.01% 591
2018
Q3
$18K Hold
156
﹤0.01% 607
2018
Q2
$16K Hold
156
﹤0.01% 614
2018
Q1
$15K Hold
156
﹤0.01% 637
2017
Q4
$13K Hold
156
﹤0.01% 651
2017
Q3
$12K Hold
156
﹤0.01% 652
2017
Q2
$12K Hold
156
﹤0.01% 653
2017
Q1
$11K Hold
156
﹤0.01% 668
2016
Q4
$10K Hold
156
﹤0.01% 662
2016
Q3
$10K Hold
156
﹤0.01% 650
2016
Q2
$10K Hold
156
﹤0.01% 663
2016
Q1
$9K Hold
156
﹤0.01% 693
2015
Q4
$8K Buy
+156
New +$8K ﹤0.01% 699