Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$50K Hold
1,411
0.01% 333
2023
Q1
$54K Hold
1,411
0.01% 335
2022
Q4
$49K Hold
1,411
0.01% 326
2022
Q3
$40K Hold
1,411
0.01% 347
2022
Q2
$40K Hold
1,411
0.01% 355
2022
Q1
$41K Hold
1,411
0.01% 373
2021
Q4
$38K Sell
1,411
-300
-18% -$8.08K ﹤0.01% 377
2021
Q3
$46K Hold
1,711
0.01% 360
2021
Q2
$45K Hold
1,711
0.01% 369
2021
Q1
$42K Hold
1,711
﹤0.01% 376
2020
Q4
$35K Hold
1,711
﹤0.01% 359
2020
Q3
$30K Sell
1,711
-100
-6% -$1.75K ﹤0.01% 356
2020
Q2
$42K Sell
1,811
-200
-10% -$4.64K 0.01% 325
2020
Q1
$49K Hold
2,011
0.01% 280
2019
Q4
$76K Hold
2,011
0.01% 245
2019
Q3
$76K Sell
2,011
-34
-2% -$1.29K 0.01% 244
2019
Q2
$84K Sell
2,045
-102
-5% -$4.19K 0.01% 232
2019
Q1
$92K Sell
2,147
-31
-1% -$1.33K 0.02% 227
2018
Q4
$80K Sell
2,178
-33
-1% -$1.21K 0.01% 223
2018
Q3
$97K Sell
2,211
-32
-1% -$1.4K 0.02% 218
2018
Q2
$96K Sell
2,243
-29
-1% -$1.24K 0.02% 218
2018
Q1
$86K Sell
2,272
-34
-1% -$1.29K 0.01% 236
2017
Q4
$89K Sell
2,306
-140
-6% -$5.4K 0.01% 226
2017
Q3
$85K Sell
2,446
-42
-2% -$1.46K 0.01% 227
2017
Q2
$76K Sell
2,488
-85
-3% -$2.6K 0.01% 238
2017
Q1
$77K Sell
2,573
-280
-10% -$8.38K 0.01% 234
2016
Q4
$91K Buy
2,853
+61
+2% +$1.95K 0.02% 225
2016
Q3
$86K Hold
2,792
0.02% 231
2016
Q2
$83K Hold
2,792
0.02% 225
2016
Q1
$71 Hold
2,792
0.01% 236
2015
Q4
$73K Hold
2,792
0.01% 236
2015
Q3
$83K Hold
2,792
0.01% 229
2015
Q2
$94K Buy
+2,792
New +$94K 0.02% 218