Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-250
Closed -$1.76K 7196
2023
Q3
$1.76K Hold
250
﹤0.01% 5734
2023
Q2
$1.75K Hold
250
﹤0.01% 5926
2023
Q1
$1.33K Hold
250
﹤0.01% 5982
2022
Q4
$1.92K Sell
250
-500
-67% -$3.85K ﹤0.01% 5694
2022
Q3
$5K Hold
750
﹤0.01% 5583
2022
Q2
$6K Sell
750
-900
-55% -$7.2K ﹤0.01% 5656
2022
Q1
$18K Sell
1,650
-940
-36% -$10.3K ﹤0.01% 5711
2021
Q4
$41K Sell
2,590
-1,259
-33% -$19.9K ﹤0.01% 5594
2021
Q3
$63K Sell
3,849
-900
-19% -$14.7K ﹤0.01% 5240
2021
Q2
$96K Buy
+4,749
New +$96K ﹤0.01% 5007
2019
Q1
Hold
0
5994
2018
Q4
Hold
0
5974
2018
Q3
Hold
0
5998
2018
Q2
Hold
0
5991
2018
Q1
Hold
0
5971
2017
Q4
Hold
0
5936
2017
Q3
Hold
0
5945
2017
Q2
Hold
0
5900
2017
Q1
Hold
0
5913
2016
Q4
Hold
0
5918
2016
Q3
Hold
0
5909
2016
Q2
Hold
0
5889
2016
Q1
Hold
0
6008
2015
Q4
Hold
0
6005
2015
Q3
Hold
0
6012
2015
Q2
Hold
0
6111
2015
Q1
Hold
0
5995
2014
Q4
Hold
0
6024
2014
Q3
Sell
-237
Closed -$3K 6013
2014
Q2
$3K Sell
237
-1,452
-86% -$18.4K ﹤0.01% 5683
2014
Q1
$24K Hold
1,689
﹤0.01% 5037
2013
Q4
$22K Hold
1,689
﹤0.01% 4886
2013
Q3
$15K Hold
1,689
﹤0.01% 4939
2013
Q2
$18K Buy
+1,689
New +$18K ﹤0.01% 4807