Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$117K Buy
3,303
+2,553
+340% +$90.1K 0.01% 320
2023
Q1
$28.5K Hold
750
﹤0.01% 525
2022
Q4
$26.2K Hold
750
﹤0.01% 524
2022
Q3
$21K Hold
750
﹤0.01% 562
2022
Q2
$21K Buy
750
+300
+67% +$8.4K ﹤0.01% 551
2022
Q1
$13K Buy
450
+150
+50% +$4.33K ﹤0.01% 681
2021
Q4
$8K Hold
300
﹤0.01% 751
2021
Q3
$8K Hold
300
﹤0.01% 754
2021
Q2
$8K Hold
300
﹤0.01% 785
2021
Q1
$7K Hold
300
﹤0.01% 790
2020
Q4
$6K Buy
300
+200
+200% +$4K ﹤0.01% 610
2020
Q3
$2K Sell
100
-300
-75% -$6K ﹤0.01% 669
2020
Q2
$9K Sell
400
-185
-32% -$4.16K ﹤0.01% 511
2020
Q1
$14K Buy
585
+300
+105% +$7.18K ﹤0.01% 503
2019
Q4
$11K Sell
285
-300
-51% -$11.6K ﹤0.01% 424
2019
Q3
$22K Buy
585
+103
+21% +$3.87K 0.01% 388
2019
Q2
$20K Sell
482
-508
-51% -$21.1K 0.01% 389
2019
Q1
$43K Sell
990
-816
-45% -$35.4K 0.01% 297
2018
Q4
$66K Sell
1,806
-782
-30% -$28.6K 0.02% 238
2018
Q3
$114K Sell
2,588
-538
-17% -$23.7K 0.04% 206
2018
Q2
$134K Buy
3,126
+610
+24% +$26.1K 0.05% 189
2018
Q1
$95K Sell
2,516
-38
-1% -$1.44K 0.04% 187
2017
Q4
$98K Buy
2,554
+2,525
+8,707% +$96.9K 0.04% 153
2017
Q3
$1K Hold
29
﹤0.01% 414
2017
Q2
$1K Buy
+29
New +$1K ﹤0.01% 536