Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$21.9K Buy
150
+10
+7% +$1.46K ﹤0.01% 563
2023
Q1
$20.4K Hold
140
﹤0.01% 582
2022
Q4
$20.1K Hold
140
﹤0.01% 575
2022
Q3
$20K Hold
140
﹤0.01% 570
2022
Q2
$21K Hold
140
﹤0.01% 554
2022
Q1
$29K Hold
140
﹤0.01% 529
2021
Q4
$34K Hold
140
﹤0.01% 518
2021
Q3
$28K Hold
140
﹤0.01% 544
2021
Q2
$26K Hold
140
﹤0.01% 569
2021
Q1
$29K Hold
140
﹤0.01% 544
2020
Q4
$25K Hold
140
﹤0.01% 429
2020
Q3
$17K Hold
140
﹤0.01% 438
2020
Q2
$20K Hold
140
﹤0.01% 427
2020
Q1
$15K Sell
140
-125
-47% -$13.4K ﹤0.01% 492
2019
Q4
$37K Sell
265
-100
-27% -$14K 0.01% 330
2019
Q3
$51K Hold
365
0.01% 306
2019
Q2
$53K Hold
365
0.01% 296
2019
Q1
$57K Hold
365
0.02% 268
2018
Q4
$59K Hold
365
0.02% 249
2018
Q3
$73K Hold
365
0.02% 249
2018
Q2
$63K Hold
365
0.02% 263
2018
Q1
$53K Sell
365
-150
-29% -$21.8K 0.02% 242
2017
Q4
$68K Hold
515
0.03% 184
2017
Q3
$62K Sell
515
-75
-13% -$9.03K 0.03% 178
2017
Q2
$75K Buy
+590
New +$75K 0.03% 196