Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,974
Closed -$30.9K 1181
2023
Q3
$30.9K Sell
11,974
-1,119
-9% -$2.89K ﹤0.01% 1137
2023
Q2
$41.6K Buy
13,093
+500
+4% +$1.59K ﹤0.01% 1146
2023
Q1
$35.5K Sell
12,593
-699
-5% -$1.97K ﹤0.01% 1156
2022
Q4
$36.2K Buy
13,292
+198
+2% +$539 ﹤0.01% 1118
2022
Q3
$37K Hold
13,094
﹤0.01% 1130
2022
Q2
$32K Sell
13,094
-244
-2% -$596 ﹤0.01% 1135
2022
Q1
$43K Sell
13,338
-18
-0.1% -$58 ﹤0.01% 1166
2021
Q4
$38K Buy
13,356
+743
+6% +$2.11K ﹤0.01% 1173
2021
Q3
$35K Hold
12,613
﹤0.01% 1157
2021
Q2
$44K Sell
12,613
-338
-3% -$1.18K ﹤0.01% 1144
2021
Q1
$36K Sell
12,951
-3,612
-22% -$10K ﹤0.01% 1133
2020
Q4
$50K Sell
16,563
-187
-1% -$565 ﹤0.01% 1070
2020
Q3
$38K Sell
16,750
-506
-3% -$1.15K ﹤0.01% 1012
2020
Q2
$46K Buy
17,256
+1,986
+13% +$5.29K ﹤0.01% 997
2020
Q1
$35K Buy
15,270
+206
+1% +$472 ﹤0.01% 920
2019
Q4
$71K Sell
15,064
-50
-0.3% -$236 ﹤0.01% 967
2019
Q3
$70K Hold
15,114
﹤0.01% 917
2019
Q2
$71K Hold
15,114
﹤0.01% 906
2019
Q1
$65K Buy
15,114
+4,923
+48% +$21.2K ﹤0.01% 872
2018
Q4
$40K Hold
10,191
﹤0.01% 842
2018
Q3
$47K Buy
+10,191
New +$47K ﹤0.01% 861