Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$268K Buy
+3,489
New +$268K 0.04% 185
2023
Q1
Sell
-2,794
Closed -$201K 226
2022
Q4
$201K Buy
+2,794
New +$201K 0.03% 200
2019
Q2
Sell
-70
Closed -$4K 178
2019
Q1
$4K Hold
70
﹤0.01% 582
2018
Q4
$3K Hold
70
﹤0.01% 544
2018
Q3
$3K Hold
70
﹤0.01% 537
2018
Q2
$3K Hold
70
﹤0.01% 568
2018
Q1
$3K Hold
70
﹤0.01% 598
2017
Q4
$3K Sell
70
-30
-30% -$1.29K ﹤0.01% 603
2017
Q3
$4K Hold
100
﹤0.01% 558
2017
Q2
$4K Hold
100
﹤0.01% 534
2017
Q1
$4K Sell
100
-280
-74% -$11.2K ﹤0.01% 551
2016
Q4
$13K Hold
380
﹤0.01% 392
2016
Q3
$14K Sell
380
-480
-56% -$17.7K ﹤0.01% 353
2016
Q2
$31K Buy
860
+480
+126% +$17.3K 0.01% 299
2016
Q1
$12K Hold
380
﹤0.01% 403
2015
Q4
$11K Hold
380
﹤0.01% 488
2015
Q3
$11K Hold
380
﹤0.01% 413
2015
Q2
$12K Sell
380
-1,200
-76% -$37.9K ﹤0.01% 456
2015
Q1
$50K Hold
1,580
0.01% 293
2014
Q4
$48K Hold
1,580
0.01% 294
2014
Q3
$46K Hold
1,580
0.01% 299
2014
Q2
$49K Buy
1,580
+1,480
+1,480% +$45.9K 0.01% 317
2014
Q1
$3K Hold
100
﹤0.01% 407
2013
Q4
$3K Hold
100
﹤0.01% 403
2013
Q3
$3K Hold
100
﹤0.01% 385
2013
Q2
$3K Buy
+100
New +$3K ﹤0.01% 355