Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-538
Closed -$51.5K 1738
2023
Q2
$51.5K Hold
538
﹤0.01% 878
2023
Q1
$46.7K Hold
538
﹤0.01% 900
2022
Q4
$39K Hold
538
﹤0.01% 991
2022
Q3
$32K Hold
538
﹤0.01% 1168
2022
Q2
$29K Hold
538
﹤0.01% 1294
2022
Q1
$30K Hold
538
﹤0.01% 1404
2021
Q4
$35K Hold
538
﹤0.01% 1384
2021
Q3
$31K Hold
538
﹤0.01% 1314
2021
Q2
$27K Hold
538
﹤0.01% 1241
2021
Q1
$24K Hold
538
﹤0.01% 1223
2020
Q4
$23K Hold
538
﹤0.01% 1018
2020
Q3
$17K Hold
538
﹤0.01% 1016
2020
Q2
$18K Hold
538
﹤0.01% 977
2020
Q1
$19K Hold
538
﹤0.01% 1017
2019
Q4
$30K Buy
+538
New +$30K ﹤0.01% 971
2018
Q4
Sell
-738
Closed -$53K 662
2018
Q3
$53K Buy
+738
New +$53K ﹤0.01% 874
2017
Q1
Sell
-738
Closed -$55K 652
2016
Q4
$55K Buy
+738
New +$55K ﹤0.01% 759