Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$276K Hold
835
0.04% 163
2023
Q1
$278K Hold
835
0.04% 166
2022
Q4
$202K Hold
835
0.03% 183
2022
Q3
$185K Hold
835
0.03% 188
2022
Q2
$200K Hold
835
0.03% 189
2022
Q1
$265K Hold
835
0.03% 183
2021
Q4
$335K Hold
835
0.04% 176
2021
Q3
$284K Hold
835
0.03% 189
2021
Q2
$289K Hold
835
0.03% 189
2021
Q1
$284K Buy
835
+402
+93% +$137K 0.03% 188
2020
Q4
$158K Hold
433
0.02% 220
2020
Q3
$142K Buy
433
+28
+7% +$9.18K 0.02% 210
2020
Q2
$118K Hold
405
0.02% 223
2020
Q1
$94K Hold
405
0.02% 227
2019
Q4
$104K Hold
405
0.02% 222
2019
Q3
$90K Hold
405
0.01% 230
2019
Q2
$83K Hold
405
0.01% 234
2019
Q1
$74K Hold
405
0.01% 238
2018
Q4
$58K Hold
405
0.01% 247
2018
Q3
$76K Hold
405
0.01% 241
2018
Q2
$71K Hold
405
0.01% 241
2018
Q1
$63K Hold
405
0.01% 261
2017
Q4
$60K Hold
405
0.01% 259
2017
Q3
$50K Hold
405
0.01% 270
2017
Q2
$49K Hold
405
0.01% 279
2017
Q1
$43K Hold
405
0.01% 283
2016
Q4
$37K Hold
405
0.01% 290
2016
Q3
$37K Hold
405
0.01% 290
2016
Q2
$37K Sell
405
-25
-6% -$2.28K 0.01% 287
2016
Q1
$38 Hold
430
0.01% 283
2015
Q4
$40K Hold
430
0.01% 286
2015
Q3
$40K Hold
430
0.01% 289
2015
Q2
$39K Buy
+430
New +$39K 0.01% 292