Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,388
Closed -$16.2K 2436
2023
Q2
$16.2K Hold
1,388
﹤0.01% 1175
2023
Q1
$16.6K Sell
1,388
-85
-6% -$1.01K ﹤0.01% 1142
2022
Q4
$14.6K Hold
1,473
﹤0.01% 1177
2022
Q3
$13K Sell
1,473
-560
-28% -$4.94K ﹤0.01% 1257
2022
Q2
$24K Sell
2,033
-630
-24% -$7.44K ﹤0.01% 1074
2022
Q1
$31K Hold
2,663
﹤0.01% 1112
2021
Q4
$28K Sell
2,663
-247
-8% -$2.6K ﹤0.01% 1197
2021
Q3
$32K Sell
2,910
-12
-0.4% -$132 ﹤0.01% 1125
2021
Q2
$33K Hold
2,922
﹤0.01% 1106
2021
Q1
$36K Buy
2,922
+1,716
+142% +$21.1K ﹤0.01% 1029
2020
Q4
$14K Sell
1,206
-1,481
-55% -$17.2K ﹤0.01% 1208
2020
Q3
$28K Buy
2,687
+423
+19% +$4.41K ﹤0.01% 993
2020
Q2
$27K Buy
2,264
+195
+9% +$2.33K ﹤0.01% 1017
2020
Q1
$25K Buy
2,069
+160
+8% +$1.93K ﹤0.01% 1006
2019
Q4
$28K Buy
1,909
+380
+25% +$5.57K ﹤0.01% 1081
2019
Q3
$24K Buy
1,529
+369
+32% +$5.79K ﹤0.01% 1134
2019
Q2
$18K Sell
1,160
-136
-10% -$2.11K ﹤0.01% 1078
2019
Q1
$21K Hold
1,296
﹤0.01% 988
2018
Q4
$21K Hold
1,296
﹤0.01% 921
2018
Q3
$21K Sell
1,296
-287
-18% -$4.65K ﹤0.01% 950
2018
Q2
$26K Sell
1,583
-119
-7% -$1.96K ﹤0.01% 882
2018
Q1
$29K Sell
1,702
-100
-6% -$1.7K ﹤0.01% 843
2017
Q4
$31K Buy
+1,802
New +$31K ﹤0.01% 774