Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-480
Closed -$100K 327
2023
Q1
$100K Sell
480
-329
-41% -$68.6K 0.01% 177
2022
Q4
$144K Hold
809
0.02% 163
2022
Q3
$135K Hold
809
0.02% 164
2022
Q2
$148K Hold
809
0.02% 167
2022
Q1
$157K Hold
809
0.02% 168
2021
Q4
$186K Hold
809
0.02% 163
2021
Q3
$165K Hold
809
0.02% 168
2021
Q2
$142K Hold
809
0.02% 172
2021
Q1
$150K Hold
809
0.02% 174
2020
Q4
$114K Hold
809
0.02% 168
2020
Q3
$89K Hold
809
0.02% 171
2020
Q2
$81K Hold
809
0.02% 186
2020
Q1
$60K Hold
809
0.01% 195
2019
Q4
$85K Hold
809
0.02% 189
2019
Q3
$71K Hold
809
0.01% 201
2019
Q2
$73K Hold
809
0.02% 210
2019
Q1
$71K Hold
809
0.02% 207
2018
Q4
$66K Hold
809
0.02% 196
2018
Q3
$87K Hold
809
0.02% 198
2018
Q2
$78K Hold
809
0.02% 190
2018
Q1
$76K Hold
809
0.02% 190
2017
Q4
$81K Hold
809
0.02% 185
2017
Q3
$80K Hold
809
0.02% 183
2017
Q2
$61K Hold
809
0.01% 204
2017
Q1
$48K Hold
809
0.01% 214
2016
Q4
$50K Hold
809
0.01% 209
2016
Q3
$42K Hold
809
0.01% 218
2016
Q2
$42K Hold
809
0.01% 221
2016
Q1
$37K Hold
809
0.01% 229
2015
Q4
$33K Hold
809
0.01% 233
2015
Q3
$32K Hold
809
0.01% 219
2015
Q2
$38K Hold
809
0.01% 220
2015
Q1
$43K Hold
809
0.01% 213
2014
Q4
$35K Hold
809
0.01% 215
2014
Q3
$32K Hold
809
0.01% 242
2014
Q2
$31K Hold
809
0.01% 243
2014
Q1
$30K Hold
809
0.01% 239
2013
Q4
$33K Hold
809
0.01% 226
2013
Q3
$27K Hold
809
0.01% 227
2013
Q2
$24K Buy
+809
New +$24K 0.01% 214