Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$58.8K Buy
522
+1
+0.2% +$113 0.01% 407
2023
Q1
$54.5K Buy
521
+2
+0.4% +$209 0.01% 411
2022
Q4
$57.4K Buy
519
+1
+0.2% +$111 0.01% 396
2022
Q3
$45K Buy
518
+2
+0.4% +$174 0.01% 421
2022
Q2
$40K Buy
516
+2
+0.4% +$155 ﹤0.01% 442
2022
Q1
$44K Buy
514
+2
+0.4% +$171 ﹤0.01% 457
2021
Q4
$61K Buy
512
+1
+0.2% +$119 0.01% 420
2021
Q3
$63K Buy
511
+1
+0.2% +$123 0.01% 412
2021
Q2
$61K Buy
510
+2
+0.4% +$239 0.01% 437
2021
Q1
$53K Buy
508
+1
+0.2% +$104 0.01% 450
2020
Q4
$52K Buy
507
+1
+0.2% +$103 0.01% 353
2020
Q3
$43K Buy
506
+2
+0.4% +$170 0.01% 351
2020
Q2
$33K Buy
504
+2
+0.4% +$131 0.01% 368
2020
Q1
$33K Buy
502
+2
+0.4% +$131 0.01% 378
2019
Q4
$39K Hold
500
0.01% 322
2019
Q3
$40K Hold
500
0.01% 339
2019
Q2
$42K Hold
500
0.01% 322
2019
Q1
$40K Hold
500
0.01% 305
2018
Q4
$33K Hold
500
0.01% 296
2018
Q3
$40K Hold
500
0.01% 314
2018
Q2
$34K Hold
500
0.01% 334
2018
Q1
$38K Buy
+500
New +$38K 0.01% 274
2017
Q3
Sell
-500
Closed -$28K 562
2017
Q2
$28K Buy
+500
New +$28K 0.01% 277