Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$23K Hold
305
﹤0.01% 859
2023
Q3
$22K Hold
305
﹤0.01% 806
2023
Q2
$36K Hold
305
﹤0.01% 718
2023
Q1
$29K Hold
305
﹤0.01% 651
2022
Q4
$26K Hold
305
﹤0.01% 673
2022
Q3
$19K Hold
305
﹤0.01% 714
2022
Q2
$22K Hold
305
﹤0.01% 716
2022
Q1
$27K Buy
+305
New +$27K ﹤0.01% 687
2021
Q4
Sell
-305
Closed -$26K 700
2021
Q3
$26K Hold
305
﹤0.01% 606
2021
Q2
$32K Hold
305
﹤0.01% 570
2021
Q1
$29K Hold
305
﹤0.01% 624
2020
Q4
$21K Buy
+305
New +$21K ﹤0.01% 659
2018
Q4
Sell
-145
Closed -$6K 691
2018
Q3
$6K Buy
+145
New +$6K ﹤0.01% 634
2015
Q1
Sell
-300
Closed -$7K 768
2014
Q4
$7K Buy
+300
New +$7K ﹤0.01% 650