Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$44.7K Hold
1,000
0.02% 137
2023
Q1
$46K Hold
1,000
0.02% 133
2022
Q4
$41K Hold
1,000
0.02% 136
2022
Q3
$37K Hold
1,000
0.02% 121
2022
Q2
$42K Hold
1,000
0.02% 123
2022
Q1
$57K Hold
1,000
0.02% 119
2021
Q4
$67K Hold
1,000
0.02% 117
2021
Q3
$70K Hold
1,000
0.03% 110
2021
Q2
$70K Hold
1,000
0.03% 108
2021
Q1
$61K Hold
1,000
0.02% 113
2020
Q4
$50K Hold
1,000
0.02% 116
2020
Q3
$52K Hold
1,000
0.03% 120
2020
Q2
$42K Hold
1,000
0.02% 123
2020
Q1
$30K Hold
1,000
0.02% 129
2019
Q4
$36K Hold
1,000
0.02% 119
2019
Q3
$39K Hold
1,000
0.02% 114
2019
Q2
$40K Hold
1,000
0.02% 121
2019
Q1
$37K Hold
1,000
0.02% 124
2018
Q4
$28K Hold
1,000
0.02% 136
2018
Q3
$33K Hold
1,000
0.02% 156
2018
Q2
$36K Hold
1,000
0.02% 157
2018
Q1
$40K Hold
1,000
0.02% 144
2017
Q4
$38K Hold
1,000
0.02% 148
2017
Q3
$38K Hold
1,000
0.02% 140
2017
Q2
$35K Hold
1,000
0.02% 144
2017
Q1
$34K Hold
1,000
0.02% 144
2016
Q4
$30K Sell
1,000
-19
-2% -$570 0.02% 145
2016
Q3
$34K Hold
1,019
0.02% 179
2016
Q2
$24K Hold
1,019
0.01% 166
2016
Q1
$24K Hold
1,019
0.01% 164
2015
Q4
$28K Hold
1,019
0.01% 163
2015
Q3
$25K Sell
1,019
-2,840
-74% -$69.7K 0.01% 176
2015
Q2
$98K Sell
3,859
-5,761
-60% -$146K 0.04% 133
2015
Q1
$234K Hold
9,620
0.1% 103
2014
Q4
$227K Hold
9,620
0.09% 107
2014
Q3
$229K Sell
9,620
-214
-2% -$5.09K 0.1% 100
2014
Q2
$207K Sell
9,834
-72
-0.7% -$1.52K 0.08% 97
2014
Q1
$230K Buy
9,906
+1,402
+16% +$32.6K 0.09% 89
2013
Q4
$197K Sell
8,504
-35
-0.4% -$811 0.08% 96
2013
Q3
$201K Buy
8,539
+1,485
+21% +$35K 0.08% 109
2013
Q2
$155K Buy
+7,054
New +$155K 0.06% 118