Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-150
Closed -$1.75K 3594
2023
Q2
$1.75K Hold
150
﹤0.01% 2921
2023
Q1
$2.53K Sell
150
-4,249
-97% -$71.6K ﹤0.01% 2818
2022
Q4
$75K Buy
4,399
+2,000
+83% +$34.1K ﹤0.01% 1951
2022
Q3
$41K Buy
2,399
+99
+4% +$1.69K ﹤0.01% 2535
2022
Q2
$39K Hold
2,300
﹤0.01% 2342
2022
Q1
$39K Hold
2,300
﹤0.01% 2342
2021
Q4
$24K Hold
2,300
﹤0.01% 1845
2021
Q3
$25K Buy
+2,300
New +$25K ﹤0.01% 1845
2021
Q2
Hold
0
4549
2021
Q1
Hold
0
4412
2020
Q4
Hold
0
4208
2020
Q3
Hold
0
4049
2020
Q2
Hold
0
3860
2020
Q1
Sell
-270
Closed -$4K 3757
2019
Q4
$4K Buy
270
+3
+1% +$44 ﹤0.01% 2288
2019
Q3
$4K Buy
+267
New +$4K ﹤0.01% 2454
2019
Q1
$25K Sell
1,565
-699
-31% -$11.2K ﹤0.01% 1255
2018
Q4
$36K Buy
2,264
+236
+12% +$3.75K ﹤0.01% 1791
2018
Q3
$32K Hold
2,028
﹤0.01% 2154
2018
Q2
$34K Buy
2,028
+212
+12% +$3.55K ﹤0.01% 2128
2018
Q1
$32K Hold
1,816
﹤0.01% 2078
2017
Q4
$32K Sell
1,816
-137
-7% -$2.41K ﹤0.01% 2073
2017
Q3
$32K Sell
1,953
-637
-25% -$10.4K ﹤0.01% 2277
2017
Q2
$41K Buy
2,590
+132
+5% +$2.09K ﹤0.01% 2089
2017
Q1
$38K Sell
2,458
-477
-16% -$7.37K ﹤0.01% 2074
2016
Q4
$44K Buy
2,935
+1,355
+86% +$20.3K ﹤0.01% 1961
2016
Q3
$25K Sell
1,580
-23
-1% -$364 ﹤0.01% 2264
2016
Q2
$26K Buy
1,603
+38
+2% +$616 ﹤0.01% 2173
2016
Q1
$25K Sell
1,565
-296
-16% -$4.73K ﹤0.01% 1255
2015
Q4
$31K Buy
+1,861
New +$31K ﹤0.01% 1886