Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$6.81K Sell
59
-400
-87% -$46.2K ﹤0.01% 180
2023
Q1
$53K Buy
459
+59
+15% +$6.81K 0.02% 131
2022
Q4
$44K Hold
400
0.02% 132
2022
Q3
$34K Hold
400
0.02% 123
2022
Q2
$36K Hold
400
0.02% 127
2022
Q1
$33K Hold
400
0.01% 136
2021
Q4
$31K Hold
400
0.01% 134
2021
Q3
$30K Hold
400
0.01% 132
2021
Q2
$31K Sell
400
-19
-5% -$1.47K 0.01% 127
2021
Q1
$31K Hold
419
0.01% 126
2020
Q4
$33K Hold
419
0.01% 125
2020
Q3
$33K Hold
419
0.02% 129
2020
Q2
$36K Hold
419
0.02% 127
2020
Q1
$31K Hold
419
0.02% 128
2019
Q4
$36K Hold
419
0.02% 121
2019
Q3
$34K Hold
419
0.02% 118
2019
Q2
$34K Hold
419
0.02% 126
2019
Q1
$33K Hold
419
0.02% 130
2018
Q4
$31K Hold
419
0.02% 133
2018
Q3
$28K Hold
419
0.01% 160
2018
Q2
$24K Hold
419
0.01% 165
2018
Q1
$22K Hold
419
0.01% 163
2017
Q4
$23K Sell
419
-1,048
-71% -$57.5K 0.01% 162
2017
Q3
$90K Hold
1,467
0.04% 108
2017
Q2
$90K Hold
1,467
0.04% 111
2017
Q1
$89K Buy
1,467
+1,048
+250% +$63.6K 0.05% 110
2016
Q4
$24K Hold
419
0.01% 154
2016
Q3
$25K Hold
419
0.01% 190
2016
Q2
$23K Hold
419
0.01% 169
2016
Q1
$21K Hold
419
0.01% 170
2015
Q4
$21K Hold
419
0.01% 174
2015
Q3
$20K Hold
419
0.01% 183
2015
Q2
$23K Sell
419
-198
-32% -$10.9K 0.01% 183
2015
Q1
$34K Buy
617
+1
+0.2% +$55 0.01% 199
2014
Q4
$33K Buy
616
+105
+21% +$5.63K 0.01% 215
2014
Q3
$29K Sell
511
-511
-50% -$29K 0.01% 210
2014
Q2
$56K Buy
1,022
+5
+0.5% +$274 0.02% 168
2014
Q1
$55K Sell
1,017
-26
-2% -$1.41K 0.02% 165
2013
Q4
$50K Sell
1,043
-88
-8% -$4.22K 0.02% 178
2013
Q3
$52K Buy
1,131
+188
+20% +$8.64K 0.02% 183
2013
Q2
$42K Buy
+943
New +$42K 0.02% 188