Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$26K Hold
147
﹤0.01% 823
2023
Q3
$23K Hold
147
﹤0.01% 792
2023
Q2
$24K Hold
147
﹤0.01% 788
2023
Q1
$23K Hold
147
﹤0.01% 690
2022
Q4
$19K Hold
147
﹤0.01% 727
2022
Q3
$16K Sell
147
-11
-7% -$1.2K ﹤0.01% 745
2022
Q2
$17K Buy
158
+11
+7% +$1.18K ﹤0.01% 765
2022
Q1
$22K Buy
+147
New +$22K ﹤0.01% 723
2021
Q4
Sell
-76
Closed -$7K 717
2021
Q3
$7K Sell
76
-139
-65% -$12.8K ﹤0.01% 739
2021
Q2
$21K Buy
215
+206
+2,289% +$20.1K ﹤0.01% 621
2021
Q1
$1K Hold
9
﹤0.01% 967
2020
Q4
$0 Buy
+9
New ﹤0.01% 1181
2019
Q3
$56K Sell
1,101
-66
-6% -$3.36K ﹤0.01% 508
2019
Q2
$64K Buy
1,167
+66
+6% +$3.62K ﹤0.01% 393
2019
Q1
$64K Hold
1,101
﹤0.01% 383
2018
Q4
$57K Hold
1,101
﹤0.01% 394
2018
Q3
$70K Hold
1,101
﹤0.01% 385
2018
Q2
$69K Hold
1,101
﹤0.01% 383
2018
Q1
$67K Hold
1,101
﹤0.01% 392
2017
Q4
$70K Hold
1,101
﹤0.01% 385
2017
Q3
$62K Hold
1,101
﹤0.01% 406
2017
Q2
$64K Hold
1,101
﹤0.01% 397
2017
Q1
$66K Hold
1,101
﹤0.01% 390
2016
Q4
$66K Sell
1,101
-100
-8% -$6K ﹤0.01% 377
2016
Q3
$59K Sell
1,201
-100
-8% -$4.91K ﹤0.01% 410
2016
Q2
$64K Sell
1,301
-427
-25% -$21K ﹤0.01% 384
2016
Q1
$82K Sell
1,728
-54
-3% -$2.56K ﹤0.01% 332
2015
Q4
$72K Hold
1,782
﹤0.01% 363
2015
Q3
$67K Hold
1,782
﹤0.01% 366
2015
Q2
$79K Buy
1,782
+54
+3% +$2.39K ﹤0.01% 346
2015
Q1
$82K Hold
1,728
﹤0.01% 351
2014
Q4
$85K Hold
1,728
﹤0.01% 338
2014
Q3
$94K Hold
1,728
﹤0.01% 315
2014
Q2
$85K Hold
1,728
﹤0.01% 338
2014
Q1
$87K Hold
1,728
﹤0.01% 332
2013
Q4
$92K Hold
1,728
﹤0.01% 316
2013
Q3
$85K Hold
1,728
﹤0.01% 322
2013
Q2
$75K Buy
+1,728
New +$75K ﹤0.01% 325