Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,115
Closed -$697K 908
2023
Q3
$697K Buy
9,115
+9,080
+25,943% +$695K ﹤0.01% 258
2023
Q2
$2.97K Hold
35
﹤0.01% 924
2023
Q1
$3.12K Hold
35
﹤0.01% 908
2022
Q4
$2.47K Hold
35
﹤0.01% 963
2022
Q3
$2K Hold
35
﹤0.01% 997
2022
Q2
$2K Hold
35
﹤0.01% 1016
2022
Q1
$3K Hold
35
﹤0.01% 962
2021
Q4
$4K Hold
35
﹤0.01% 923
2021
Q3
$4K Hold
35
﹤0.01% 918
2021
Q2
$4K Hold
35
﹤0.01% 932
2021
Q1
$4K Hold
35
﹤0.01% 925
2020
Q4
$3K Hold
35
﹤0.01% 960
2020
Q3
$2K Hold
35
﹤0.01% 980
2020
Q2
$2K Hold
35
﹤0.01% 957
2020
Q1
$1K Hold
35
﹤0.01% 1028
2019
Q4
$4K Hold
35
﹤0.01% 860
2019
Q3
$3K Hold
35
﹤0.01% 919
2019
Q2
$3K Hold
35
﹤0.01% 939
2019
Q1
$4K Hold
35
﹤0.01% 850
2018
Q4
$3K Hold
35
﹤0.01% 893
2018
Q3
$5K Hold
35
﹤0.01% 789
2018
Q2
$5K Hold
35
﹤0.01% 775
2018
Q1
$5K Hold
35
﹤0.01% 758
2017
Q4
$5K Buy
+35
New +$5K ﹤0.01% 756
2017
Q1
Sell
-35
Closed -$3K 748
2016
Q4
$3K Buy
+35
New +$3K ﹤0.01% 841