Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$162K Hold
812
﹤0.01% 498
2023
Q3
$138K Sell
812
-35
-4% -$5.95K ﹤0.01% 498
2023
Q2
$159K Hold
847
﹤0.01% 486
2023
Q1
$141K Hold
847
﹤0.01% 423
2022
Q4
$124K Hold
847
﹤0.01% 443
2022
Q3
$123K Sell
847
-19
-2% -$2.76K ﹤0.01% 434
2022
Q2
$134K Sell
866
-130
-13% -$20.1K ﹤0.01% 417
2022
Q1
$176K Hold
996
﹤0.01% 400
2021
Q4
$234K Hold
996
﹤0.01% 373
2021
Q3
$208K Sell
996
-112
-10% -$23.4K ﹤0.01% 330
2021
Q2
$228K Sell
1,108
-46
-4% -$9.47K ﹤0.01% 321
2021
Q1
$247K Buy
1,154
+82
+8% +$17.6K 0.01% 314
2020
Q4
$232K Buy
1,072
+13
+1% +$2.81K 0.01% 315
2020
Q3
$212K Sell
1,059
-192
-15% -$38.4K 0.01% 306
2020
Q2
$249K Buy
1,251
+192
+18% +$38.2K 0.01% 289
2020
Q1
$165K Buy
+1,059
New +$165K 0.01% 310
2019
Q3
$223K Buy
1,127
+77
+7% +$15.2K 0.01% 313
2019
Q2
$207K Sell
1,050
-6
-0.6% -$1.18K 0.01% 255
2019
Q1
$186K Buy
1,056
+6
+0.6% +$1.06K 0.01% 258
2018
Q4
$155K Hold
1,050
0.01% 267
2018
Q3
$165K Hold
1,050
0.01% 274
2018
Q2
$147K Hold
1,050
0.01% 285
2018
Q1
$144K Hold
1,050
0.01% 285
2017
Q4
$141K Hold
1,050
0.01% 291
2017
Q3
$135K Hold
1,050
0.01% 290
2017
Q2
$139K Sell
1,050
-138
-12% -$18.3K 0.01% 286
2017
Q1
$149K Sell
1,188
-50
-4% -$6.27K 0.01% 277
2016
Q4
$145K Buy
1,238
+250
+25% +$29.3K 0.01% 277
2016
Q3
$120K Sell
988
-580
-37% -$70.4K 0.01% 293
2016
Q2
$186K Buy
1,568
+30
+2% +$3.56K 0.01% 257
2016
Q1
$172K Buy
1,538
+690
+81% +$77.2K 0.01% 263
2015
Q4
$97K Hold
848
0.01% 317
2015
Q3
$93K Hold
848
0.01% 317
2015
Q2
$96K Buy
848
+300
+55% +$34K ﹤0.01% 323
2015
Q1
$63K Hold
548
﹤0.01% 395
2014
Q4
$57K Buy
548
+48
+10% +$4.99K ﹤0.01% 410
2014
Q3
$57K Hold
500
﹤0.01% 406
2014
Q2
$56K Hold
500
﹤0.01% 422
2014
Q1
$54K Hold
500
﹤0.01% 419
2013
Q4
$52K Buy
500
+217
+77% +$22.6K ﹤0.01% 398
2013
Q3
$28K Buy
283
+33
+13% +$3.27K ﹤0.01% 477
2013
Q2
$21K Buy
+250
New +$21K ﹤0.01% 505