Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-571
Closed -$18.2K 1207
2023
Q3
$18.2K Sell
571
-429
-43% -$13.7K ﹤0.01% 830
2023
Q2
$28.8K Hold
1,000
﹤0.01% 782
2023
Q1
$28K Hold
1,000
﹤0.01% 782
2022
Q4
$28.6K Sell
1,000
-303
-23% -$8.68K ﹤0.01% 775
2022
Q3
$28K Hold
1,303
﹤0.01% 756
2022
Q2
$31K Hold
1,303
﹤0.01% 747
2022
Q1
$38K Hold
1,303
﹤0.01% 718
2021
Q4
$36K Buy
1,303
+488
+60% +$13.5K ﹤0.01% 722
2021
Q3
$22K Buy
+815
New +$22K ﹤0.01% 809
2017
Q1
Sell
-115
Closed -$4K 933
2016
Q4
$4K Hold
115
﹤0.01% 877
2016
Q3
$3K Hold
115
﹤0.01% 846
2016
Q2
$4K Hold
115
﹤0.01% 838
2016
Q1
$3K Hold
115
﹤0.01% 849
2015
Q4
$3K Hold
115
﹤0.01% 836
2015
Q3
$4K Hold
115
﹤0.01% 834
2015
Q2
$4K Hold
115
﹤0.01% 843
2015
Q1
$4K Hold
115
﹤0.01% 844
2014
Q4
$4K Hold
115
﹤0.01% 838
2014
Q3
$5K Hold
115
﹤0.01% 830
2014
Q2
$6K Sell
115
-3,725
-97% -$194K ﹤0.01% 827
2014
Q1
$193K Hold
3,840
0.02% 348
2013
Q4
$186K Hold
3,840
0.02% 346
2013
Q3
$177K Hold
3,840
0.02% 338
2013
Q2
$158K Buy
+3,840
New +$158K 0.02% 347