Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$516K Buy
3,436
+11
+0.3% +$1.65K 0.05% 148
2022
Q4
$488K Buy
+3,425
New +$488K 0.05% 151
2019
Q1
Sell
-10,135
Closed -$1.56M 105
2018
Q4
$1.56M Hold
10,135
0.22% 49
2018
Q3
$1.52M Hold
10,135
0.17% 52
2018
Q2
$1.37M Hold
10,135
0.16% 59
2018
Q1
$1.35M Hold
10,135
0.17% 53
2017
Q4
$1.51M Hold
10,135
0.17% 51
2017
Q3
$1.34M Hold
10,135
0.16% 50
2017
Q2
$1.35M Hold
10,135
0.15% 56
2017
Q1
$1.37M Hold
10,135
0.16% 62
2016
Q4
$1.22M Buy
10,135
+5,000
+97% +$600K 0.14% 67
2016
Q3
$643K Hold
5,135
0.07% 91
2016
Q2
$711K Hold
5,135
0.08% 85
2016
Q1
$647K Hold
5,135
0.08% 80
2015
Q4
$651K Hold
5,135
0.09% 83
2015
Q3
$593K Hold
5,135
0.1% 76
2015
Q2
$534K Hold
5,135
0.09% 90
2015
Q1
$567K Hold
5,135
0.09% 81
2014
Q4
$535K Buy
+5,135
New +$535K 0.08% 89