Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15
Closed -$5K 1741
2023
Q2
$5K Sell
15
-32
-68% -$10.7K ﹤0.01% 1105
2023
Q1
$16K Sell
47
-3
-6% -$1.02K ﹤0.01% 896
2022
Q4
$16K Buy
+50
New +$16K ﹤0.01% 1160
2022
Q3
Hold
0
2220
2022
Q2
Hold
0
2223
2021
Q1
Hold
0
2402
2020
Q4
Hold
0
2134
2020
Q3
Hold
0
2036
2020
Q2
Hold
0
1872
2020
Q1
Hold
0
1804
2019
Q4
Hold
0
1867
2019
Q3
Sell
-1,476
Closed -$296K 1865
2019
Q2
$296K Buy
+1,476
New +$296K 0.03% 362
2019
Q1
Sell
-18,973
Closed -$2.96M 1887
2018
Q4
$2.96M Buy
+18,973
New +$2.96M 0.28% 41