Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$37K Hold
140
﹤0.01% 752
2023
Q3
$36K Hold
140
﹤0.01% 715
2023
Q2
$40K Hold
140
﹤0.01% 710
2023
Q1
$39K Hold
140
﹤0.01% 604
2022
Q4
$39K Hold
140
﹤0.01% 610
2022
Q3
$37K Hold
140
﹤0.01% 611
2022
Q2
$29K Hold
140
﹤0.01% 667
2022
Q1
$29K Buy
+140
New +$29K ﹤0.01% 671
2021
Q4
Sell
-140
Closed -$40K 457
2021
Q3
$40K Sell
140
-116
-45% -$33.1K ﹤0.01% 541
2021
Q2
$89K Hold
256
﹤0.01% 427
2021
Q1
$72K Buy
256
+115
+82% +$32.3K ﹤0.01% 476
2020
Q4
$35K Sell
141
-111
-44% -$27.6K ﹤0.01% 586
2020
Q3
$71K Hold
252
﹤0.01% 437
2020
Q2
$67K Hold
252
﹤0.01% 444
2020
Q1
$80K Buy
+252
New +$80K ﹤0.01% 388
2019
Q3
$59K Buy
252
+180
+250% +$42.1K ﹤0.01% 497
2019
Q2
$17K Buy
72
+45
+167% +$10.6K ﹤0.01% 548
2019
Q1
$6K Buy
27
+2
+8% +$444 ﹤0.01% 604
2018
Q4
$8K Hold
25
﹤0.01% 592
2018
Q3
$9K Hold
25
﹤0.01% 605
2018
Q2
$7K Sell
25
-15
-38% -$4.2K ﹤0.01% 612
2018
Q1
$11K Buy
40
+15
+60% +$4.13K ﹤0.01% 597
2017
Q4
$8K Hold
25
﹤0.01% 600
2017
Q3
$8K Hold
25
﹤0.01% 596
2017
Q2
$7K Sell
25
-11
-31% -$3.08K ﹤0.01% 605
2017
Q1
$10K Hold
36
﹤0.01% 594
2016
Q4
$10K Hold
36
﹤0.01% 594
2016
Q3
$11K Sell
36
-15
-29% -$4.58K ﹤0.01% 591
2016
Q2
$12K Buy
51
+15
+42% +$3.53K ﹤0.01% 593
2016
Q1
$9K Hold
36
﹤0.01% 606
2015
Q4
$11K Hold
36
﹤0.01% 603
2015
Q3
$11K Hold
36
﹤0.01% 595
2015
Q2
$15K Buy
36
+11
+44% +$4.58K ﹤0.01% 570
2015
Q1
$11K Buy
+25
New +$11K ﹤0.01% 604