Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-125
Closed -$2K 1022
2023
Q3
$2K Hold
125
﹤0.01% 856
2023
Q2
$2K Buy
125
+50
+67% +$800 ﹤0.01% 856
2023
Q1
$1K Hold
75
﹤0.01% 925
2022
Q4
$1K Hold
75
﹤0.01% 941
2022
Q3
$1K Hold
75
﹤0.01% 919
2022
Q2
$1K Hold
75
﹤0.01% 945
2022
Q1
$2K Hold
75
﹤0.01% 814
2021
Q4
$2K Buy
+75
New +$2K ﹤0.01% 785
2021
Q1
Sell
-140
Closed -$3K 889
2020
Q4
$3K Hold
140
﹤0.01% 692
2020
Q3
$2K Buy
140
+15
+12% +$214 ﹤0.01% 687
2020
Q2
$2K Buy
+125
New +$2K ﹤0.01% 665