Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-50
Closed -$634 3552
2023
Q2
$634 Sell
50
-6
-11% -$76 ﹤0.01% 3163
2023
Q1
$3.1K Sell
56
-357
-86% -$19.8K ﹤0.01% 2752
2022
Q4
$31K Buy
413
+1
+0.2% +$75 ﹤0.01% 2574
2022
Q3
$38K Sell
412
-1,188
-74% -$110K ﹤0.01% 2598
2022
Q2
$103K Hold
1,600
﹤0.01% 1675
2022
Q1
$103K Buy
1,600
+412
+35% +$26.5K ﹤0.01% 1675
2021
Q4
$62K Buy
1,188
+305
+35% +$15.9K ﹤0.01% 1456
2021
Q3
$48K Buy
883
+1
+0.1% +$54 ﹤0.01% 1550
2021
Q2
$53K Buy
882
+1
+0.1% +$60 ﹤0.01% 1499
2021
Q1
$56K Sell
881
-148
-14% -$9.41K ﹤0.01% 1423
2020
Q4
$53K Buy
1,029
+12
+1% +$618 ﹤0.01% 1416
2020
Q3
$26K Buy
1,017
+17
+2% +$435 ﹤0.01% 1542
2020
Q2
$22K Buy
1,000
+974
+3,746% +$21.4K ﹤0.01% 1537
2020
Q1
$1K Buy
+26
New +$1K ﹤0.01% 2576
2019
Q4
Sell
-100
Closed -$4K 3577
2019
Q3
$4K Buy
+100
New +$4K ﹤0.01% 2446
2019
Q1
Sell
-436
Closed -$20K 3344
2018
Q4
$20K Buy
436
+369
+551% +$16.9K ﹤0.01% 2118
2018
Q3
$5K Sell
67
-19
-22% -$1.42K ﹤0.01% 3192
2018
Q2
$6K Buy
86
+19
+28% +$1.33K ﹤0.01% 3144
2018
Q1
$5K Hold
67
﹤0.01% 3192
2017
Q4
$5K Hold
67
﹤0.01% 3189
2017
Q3
$4K Hold
67
﹤0.01% 3500
2017
Q2
$5K Sell
67
-10
-13% -$746 ﹤0.01% 3396
2017
Q1
$5K Buy
77
+56
+267% +$3.64K ﹤0.01% 3294
2016
Q4
$1K Buy
21
+17
+425% +$810 ﹤0.01% 3814
2016
Q3
$0 Buy
+4
New ﹤0.01% 4025