Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.96K Hold
122
﹤0.01% 859
2023
Q1
$2.26K Hold
122
﹤0.01% 895
2022
Q4
$2.55K Hold
122
﹤0.01% 844
2022
Q3
$2K Hold
122
﹤0.01% 930
2022
Q2
$2K Hold
122
﹤0.01% 908
2022
Q1
$2K Hold
122
﹤0.01% 939
2021
Q4
$2K Hold
122
﹤0.01% 951
2021
Q3
$2K Hold
122
﹤0.01% 952
2021
Q2
$2K Hold
122
﹤0.01% 997
2021
Q1
$2K Buy
+122
New +$2K ﹤0.01% 1002
2020
Q4
Sell
-1,100
Closed -$10K 968
2020
Q3
$10K Hold
1,100
﹤0.01% 494
2020
Q2
$13K Sell
1,100
-39,181
-97% -$463K ﹤0.01% 473
2020
Q1
$396K Buy
40,281
+27,141
+207% +$267K 0.08% 136
2019
Q4
$329K Sell
13,140
-3,580
-21% -$89.6K 0.08% 139
2019
Q3
$354K Buy
16,720
+5,314
+47% +$113K 0.09% 134
2019
Q2
$254K Buy
11,406
+270
+2% +$6.01K 0.07% 163
2019
Q1
$297K Buy
11,136
+3,101
+39% +$82.7K 0.09% 138
2018
Q4
$206K Sell
8,035
-3,894
-33% -$99.8K 0.07% 145
2018
Q3
$514K Buy
11,929
+326
+3% +$14K 0.17% 95
2018
Q2
$504K Buy
11,603
+2,651
+30% +$115K 0.17% 93
2018
Q1
$330K Buy
8,952
+4,721
+112% +$174K 0.12% 104
2017
Q4
$152K Buy
4,231
+3,425
+425% +$123K 0.07% 128
2017
Q3
$29K Buy
806
+751
+1,365% +$27K 0.01% 230
2017
Q2
$2K Buy
+55
New +$2K ﹤0.01% 511