Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$66K Hold
845
﹤0.01% 647
2023
Q3
$60K Hold
845
﹤0.01% 629
2023
Q2
$71K Hold
845
﹤0.01% 598
2023
Q1
$54K Hold
845
﹤0.01% 560
2022
Q4
$51K Sell
845
-9
-1% -$543 ﹤0.01% 576
2022
Q3
$56K Buy
854
+9
+1% +$590 ﹤0.01% 552
2022
Q2
$76K Hold
845
﹤0.01% 507
2022
Q1
$82K Buy
+845
New +$82K ﹤0.01% 510
2021
Q4
Sell
-375
Closed -$48K 658
2021
Q3
$48K Hold
375
﹤0.01% 514
2021
Q2
$48K Hold
375
﹤0.01% 517
2021
Q1
$50K Hold
375
﹤0.01% 537
2020
Q4
$35K Hold
375
﹤0.01% 590
2020
Q3
$34K Hold
375
﹤0.01% 543
2020
Q2
$34K Hold
375
﹤0.01% 548
2020
Q1
$20K Buy
+375
New +$20K ﹤0.01% 584
2019
Q3
$53K Buy
606
+81
+15% +$7.08K ﹤0.01% 521
2019
Q2
$46K Hold
525
﹤0.01% 444
2019
Q1
$37K Hold
525
﹤0.01% 459
2018
Q4
$33K Hold
525
﹤0.01% 463
2018
Q3
$39K Hold
525
﹤0.01% 469
2018
Q2
$38K Buy
+525
New +$38K ﹤0.01% 453
2013
Q4
Sell
-40
Closed -$2K 743
2013
Q3
$2K Buy
+40
New +$2K ﹤0.01% 742