Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$14.9K Buy
484
+20
+4% +$614 ﹤0.01% 656
2023
Q1
$13.6K Buy
464
+174
+60% +$5.11K ﹤0.01% 598
2022
Q4
$7.79K Hold
290
﹤0.01% 650
2022
Q3
$7K Hold
290
﹤0.01% 639
2022
Q2
$10K Buy
290
+264
+1,015% +$9.1K ﹤0.01% 580
2022
Q1
$1K Hold
26
﹤0.01% 724
2021
Q4
$1K Hold
26
﹤0.01% 700
2021
Q3
$1K Hold
26
﹤0.01% 699
2021
Q2
$1K Hold
26
﹤0.01% 687
2021
Q1
$1K Hold
26
﹤0.01% 632
2020
Q4
$1K Sell
26
-394
-94% -$15.2K ﹤0.01% 618
2020
Q3
$8K Buy
+420
New +$8K ﹤0.01% 498
2018
Q2
Sell
-25
Closed -$1K 579
2018
Q1
$1K Hold
25
﹤0.01% 542
2017
Q4
$1K Hold
25
﹤0.01% 535
2017
Q3
$0 Buy
+25
New ﹤0.01% 552
2016
Q3
Sell
-1,326
Closed -$17K 620
2016
Q2
$17K Buy
1,326
+1,200
+952% +$15.4K 0.01% 368
2016
Q1
$2K Sell
126
-79
-39% -$1.25K ﹤0.01% 510
2015
Q4
$3K Sell
205
-246
-55% -$3.6K ﹤0.01% 526
2015
Q3
$7K Sell
451
-42
-9% -$652 ﹤0.01% 470
2015
Q2
$7K Hold
493
﹤0.01% 491
2015
Q1
$7K Hold
493
﹤0.01% 471
2014
Q4
$9K Sell
493
-11
-2% -$201 0.01% 448
2014
Q3
$8K Buy
504
+11
+2% +$175 0.01% 471
2014
Q2
$8K Hold
493
0.01% 458
2014
Q1
$7K Sell
493
-157
-24% -$2.23K 0.01% 461
2013
Q4
$8K Sell
650
-88
-12% -$1.08K 0.01% 458
2013
Q3
$7K Buy
738
+3
+0.4% +$28 0.01% 462
2013
Q2
$8K Buy
+735
New +$8K 0.01% 436