Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$89K Hold
1,229
﹤0.01% 593
2023
Q3
$92K Hold
1,229
﹤0.01% 557
2023
Q2
$100K Hold
1,229
﹤0.01% 541
2023
Q1
$106K Hold
1,229
﹤0.01% 458
2022
Q4
$109K Hold
1,229
﹤0.01% 460
2022
Q3
$99K Hold
1,229
﹤0.01% 457
2022
Q2
$111K Hold
1,229
﹤0.01% 449
2022
Q1
$115K Buy
+1,229
New +$115K ﹤0.01% 463
2021
Q4
Sell
-1,229
Closed -$100K 411
2021
Q3
$100K Hold
1,229
﹤0.01% 411
2021
Q2
$98K Hold
1,229
﹤0.01% 412
2021
Q1
$100K Sell
1,229
-14
-1% -$1.14K ﹤0.01% 414
2020
Q4
$97K Buy
1,243
+14
+1% +$1.09K ﹤0.01% 414
2020
Q3
$97K Hold
1,229
﹤0.01% 389
2020
Q2
$86K Hold
1,229
﹤0.01% 399
2020
Q1
$90K Buy
+1,229
New +$90K ﹤0.01% 376
2019
Q3
$100K Buy
1,250
+606
+94% +$48.5K ﹤0.01% 397
2019
Q2
$48K Hold
644
﹤0.01% 437
2019
Q1
$47K Hold
644
﹤0.01% 429
2018
Q4
$42K Hold
644
﹤0.01% 433
2018
Q3
$41K Hold
644
﹤0.01% 460
2018
Q2
$39K Hold
644
﹤0.01% 449
2018
Q1
$36K Sell
644
-103
-14% -$5.76K ﹤0.01% 456
2017
Q4
$44K Buy
747
+103
+16% +$6.07K ﹤0.01% 444
2017
Q3
$37K Hold
644
﹤0.01% 460
2017
Q2
$35K Hold
644
﹤0.01% 465
2017
Q1
$35K Hold
644
﹤0.01% 464
2016
Q4
$34K Sell
644
-75
-10% -$3.96K ﹤0.01% 474
2016
Q3
$35K Buy
719
+75
+12% +$3.65K ﹤0.01% 470
2016
Q2
$35K Hold
644
﹤0.01% 475
2016
Q1
$32K Hold
644
﹤0.01% 476
2015
Q4
$28K Hold
644
﹤0.01% 498
2015
Q3
$27K Sell
644
-360
-36% -$15.1K ﹤0.01% 498
2015
Q2
$38K Buy
+1,004
New +$38K ﹤0.01% 471