Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-700
Closed -$40K 242
2023
Q3
$40K Hold
700
0.01% 166
2023
Q2
$42K Hold
700
0.01% 168
2023
Q1
$44K Hold
700
0.02% 165
2022
Q4
$43K Hold
700
0.01% 171
2022
Q3
$35K Hold
700
0.01% 172
2022
Q2
$39K Sell
700
-85
-11% -$4.74K 0.01% 180
2022
Q1
$54K Hold
785
0.02% 177
2021
Q4
$42K Hold
785
0.01% 204
2021
Q3
$37K Hold
785
0.01% 208
2021
Q2
$51K Hold
785
0.01% 158
2021
Q1
$49K Hold
785
0.02% 163
2020
Q4
$46K Hold
785
0.02% 173
2020
Q3
$36K Hold
785
0.01% 245
2020
Q2
$35K Hold
785
0.02% 118
2020
Q1
$26K Hold
785
0.02% 119
2019
Q4
$38K Hold
785
0.02% 136
2019
Q3
$35K Buy
785
+224
+40% +$9.99K 0.02% 141
2019
Q2
$29K Hold
561
0.02% 152
2019
Q1
$27K Hold
561
0.02% 156
2018
Q4
$24K Hold
561
0.02% 134
2018
Q3
$25K Buy
+561
New +$25K 0.02% 124