Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13
Closed -$1.11K 1290
2023
Q2
$1.11K Sell
13
-8
-38% -$680 ﹤0.01% 1158
2023
Q1
$1.87K Sell
21
-31
-60% -$2.76K ﹤0.01% 1160
2022
Q4
$3.67K Hold
52
﹤0.01% 1130
2022
Q3
$2K Buy
52
+13
+33% +$500 ﹤0.01% 1435
2022
Q2
$2K Buy
39
+31
+388% +$1.59K ﹤0.01% 1250
2022
Q1
$1K Hold
8
﹤0.01% 1239
2021
Q4
$1 Hold
8
﹤0.01% 1134
2021
Q3
$1 Hold
8
﹤0.01% 1133
2021
Q2
$1 Hold
8
﹤0.01% 1126
2021
Q1
$1 Sell
8
-16
-67% -$2 ﹤0.01% 1072
2020
Q4
$2K Buy
24
+8
+50% +$667 ﹤0.01% 1030
2020
Q3
$1K Hold
16
﹤0.01% 937
2020
Q2
$1K Hold
16
﹤0.01% 945
2020
Q1
$1K Buy
+16
New +$1K ﹤0.01% 1033
2019
Q4
Sell
-10
Closed -$1K 1251
2019
Q3
$1K Sell
10
-7
-41% -$700 ﹤0.01% 1147
2019
Q2
$2K Sell
17
-6
-26% -$706 ﹤0.01% 970
2019
Q1
$3K Sell
23
-111
-83% -$14.5K ﹤0.01% 939
2018
Q4
$12K Buy
+134
New +$12K ﹤0.01% 677
2017
Q1
Sell
-308
Closed -$28K 859
2016
Q4
$28K Buy
+308
New +$28K ﹤0.01% 575
2015
Q1
Sell
-68
Closed -$9K 822
2014
Q4
$9K Hold
68
﹤0.01% 712
2014
Q3
$8K Buy
+68
New +$8K ﹤0.01% 683
2014
Q1
Sell
-3,375
Closed -$459K 811
2013
Q4
$459K Buy
+3,375
New +$459K ﹤0.01% 252