Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-311
Closed -$24.3K 782
2023
Q3
$24.3K Hold
311
﹤0.01% 459
2023
Q2
$26K Hold
311
﹤0.01% 436
2023
Q1
$27.3K Hold
311
﹤0.01% 418
2022
Q4
$31.2K Hold
311
﹤0.01% 399
2022
Q3
$29K Hold
311
﹤0.01% 390
2022
Q2
$34K Hold
311
﹤0.01% 374
2022
Q1
$39K Hold
311
﹤0.01% 368
2021
Q4
$46K Hold
311
﹤0.01% 346
2021
Q3
$46K Hold
311
﹤0.01% 340
2021
Q2
$52K Hold
311
﹤0.01% 331
2021
Q1
$50K Hold
311
﹤0.01% 325
2020
Q4
$45K Hold
311
﹤0.01% 328
2020
Q3
$42K Hold
311
﹤0.01% 320
2020
Q2
$41K Hold
311
﹤0.01% 314
2020
Q1
$35K Hold
311
﹤0.01% 318
2019
Q4
$46K Hold
311
﹤0.01% 324
2019
Q3
$43K Hold
311
﹤0.01% 325
2019
Q2
$45K Hold
311
﹤0.01% 326
2019
Q1
$54K Hold
311
﹤0.01% 306
2018
Q4
$50K Buy
+311
New +$50K ﹤0.01% 298
2018
Q2
Sell
-316
Closed -$58K 1215
2018
Q1
$58K Hold
316
﹤0.01% 296
2017
Q4
$62K Buy
+316
New +$62K ﹤0.01% 284
2017
Q1
Sell
-368
Closed -$55K 648
2016
Q4
$55K Buy
+368
New +$55K ﹤0.01% 275