Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-520
Closed -$15.1K 484
2023
Q3
$15.1K Buy
+520
New +$15.1K 0.01% 323
2023
Q2
Sell
-33
Closed -$1.4K 443
2023
Q1
$1.4K Hold
33
﹤0.01% 451
2022
Q4
$2.16K Hold
33
﹤0.01% 409
2022
Q3
$1K Sell
33
-25
-43% -$758 ﹤0.01% 437
2022
Q2
$3K Hold
58
﹤0.01% 373
2022
Q1
$5K Buy
58
+25
+76% +$2.16K ﹤0.01% 358
2021
Q4
$2K Hold
33
﹤0.01% 413
2021
Q3
$2K Hold
33
﹤0.01% 382
2021
Q2
$1K Hold
33
﹤0.01% 392
2021
Q1
$1K Hold
33
﹤0.01% 374
2020
Q4
$1K Hold
33
﹤0.01% 399
2020
Q3
$0 Hold
33
﹤0.01% 378
2020
Q2
$0 Hold
33
﹤0.01% 409
2020
Q1
$0 Sell
33
-222
-87% ﹤0.01% 368
2019
Q4
$5K Hold
255
﹤0.01% 351
2019
Q3
$5K Hold
255
﹤0.01% 347
2019
Q2
$6K Hold
255
0.01% 401
2019
Q1
$7K Buy
255
+222
+673% +$6.09K ﹤0.01% 300
2018
Q4
$1K Sell
33
-24
-42% -$727 ﹤0.01% 329
2018
Q3
$2K Hold
57
﹤0.01% 284
2018
Q2
$3K Sell
57
-11
-16% -$579 ﹤0.01% 275
2018
Q1
$3K Hold
68
﹤0.01% 274
2017
Q4
$4K Buy
+68
New +$4K ﹤0.01% 298