Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$174K Hold
2,340
0.02% 152
2023
Q1
$181K Hold
2,340
0.02% 142
2022
Q4
$179K Hold
2,340
0.02% 136
2022
Q3
$165K Hold
2,340
0.02% 136
2022
Q2
$198K Hold
2,340
0.03% 127
2022
Q1
$191K Buy
2,340
+530
+29% +$43.3K 0.03% 147
2021
Q4
$143K Hold
1,810
0.02% 165
2021
Q3
$143K Hold
1,810
0.02% 165
2021
Q2
$141K Hold
1,810
0.02% 164
2021
Q1
$143K Hold
1,810
0.03% 150
2020
Q4
$135K Sell
1,810
-85
-4% -$6.34K 0.03% 139
2020
Q3
$118K Hold
1,895
0.03% 141
2020
Q2
$104K Sell
1,895
-928
-33% -$50.9K 0.03% 148
2020
Q1
$129K Hold
2,823
0.07% 135
2019
Q4
$242K Hold
2,823
0.11% 113
2019
Q3
$224K Hold
2,823
0.11% 109
2019
Q2
$199K Sell
2,823
-122
-4% -$8.6K 0.1% 118
2019
Q1
$196K Sell
2,945
-114
-4% -$7.59K 0.1% 114
2018
Q4
$192K Buy
3,059
+1,770
+137% +$111K 0.1% 108
2018
Q3
$95K Hold
1,289
0.03% 158
2018
Q2
$88K Hold
1,289
0.03% 153
2018
Q1
$77.3K Buy
1,289
+40
+3% +$2.4K 0.04% 166
2017
Q4
$75K Hold
1,249
0.04% 164
2017
Q3
$67K Hold
1,249
0.04% 162
2017
Q2
$63K Hold
1,249
0.04% 169
2017
Q1
$65K Sell
1,249
-47
-4% -$2.45K 0.05% 168
2016
Q4
$72K Buy
+1,296
New +$72K 0.06% 155