Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-514
Closed -$4K 1586
2022
Q4
$4K Hold
514
﹤0.01% 1456
2022
Q3
$4K Hold
514
﹤0.01% 1589
2022
Q2
$4K Hold
514
﹤0.01% 1572
2022
Q1
$7K Sell
514
-4,396
-90% -$59.9K ﹤0.01% 1612
2021
Q4
$78K Buy
4,910
+1,250
+34% +$19.9K ﹤0.01% 1019
2021
Q3
$59K Sell
3,660
-2,369
-39% -$38.2K ﹤0.01% 1156
2021
Q2
$99K Sell
6,029
-3,815
-39% -$62.6K ﹤0.01% 1003
2021
Q1
$178K Buy
+9,844
New +$178K 0.01% 708
2020
Q4
Sell
-2,080
Closed -$20K 1885
2020
Q3
$20K Sell
2,080
-7,450
-78% -$71.6K ﹤0.01% 1142
2020
Q2
$96K Buy
+9,530
New +$96K 0.01% 656
2019
Q2
Hold
0
1688
2019
Q1
Sell
-900
Closed -$14K 1635
2018
Q4
$14K Buy
900
+600
+200% +$9.33K ﹤0.01% 1183
2018
Q3
$4K Buy
+300
New +$4K ﹤0.01% 1418
2018
Q1
Sell
-220
Closed -$2K 1927
2017
Q4
$2K Buy
+220
New +$2K ﹤0.01% 1933
2017
Q3
Sell
-647
Closed -$7K 2580
2017
Q2
$7K Buy
647
+500
+340% +$5.41K ﹤0.01% 2274
2017
Q1
$1K Buy
+147
New +$1K ﹤0.01% 2650
2016
Q4
Sell
-1,320
Closed -$14K 2959
2016
Q3
$14K Hold
1,320
﹤0.01% 1974
2016
Q2
$14K Sell
1,320
-1,700
-56% -$18K ﹤0.01% 1959
2016
Q1
$31K Buy
3,020
+800
+36% +$8.21K ﹤0.01% 1519
2015
Q4
$21K Buy
+2,220
New +$21K ﹤0.01% 1828