Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$35.7K Sell
261
-39
-13% -$5.34K 0.01% 534
2023
Q1
$38K Hold
300
0.01% 467
2022
Q4
$31K Hold
300
0.01% 472
2022
Q3
$24K Hold
300
0.01% 469
2022
Q2
$27K Hold
300
0.01% 461
2022
Q1
$33K Hold
300
0.01% 441
2021
Q4
$42K Hold
300
0.01% 395
2021
Q3
$41K Hold
300
0.01% 393
2021
Q2
$42K Hold
300
0.01% 386
2021
Q1
$37K Hold
300
0.01% 374
2020
Q4
$39K Hold
300
0.01% 336
2020
Q3
$47K Hold
300
0.02% 285
2020
Q2
$42K Sell
300
-110
-27% -$15.4K 0.01% 272
2020
Q1
$55K Hold
410
0.02% 244
2019
Q4
$55K Hold
410
0.02% 249
2019
Q3
$48K Hold
410
0.02% 259
2019
Q2
$56K Hold
410
0.02% 245
2019
Q1
$47K Hold
410
0.02% 250
2018
Q4
$41K Hold
410
0.02% 245
2018
Q3
$50K Hold
410
0.02% 254
2018
Q2
$47K Sell
410
-100
-20% -$11.5K 0.02% 259
2018
Q1
$54K Hold
510
0.02% 264
2017
Q4
$57K Hold
510
0.02% 266
2017
Q3
$56K Sell
510
-400
-44% -$43.9K 0.02% 259
2017
Q2
$95K Buy
910
+800
+727% +$83.5K 0.04% 192
2017
Q1
$11K Sell
110
-13
-11% -$1.3K 0.01% 397
2016
Q4
$11K Hold
123
0.01% 408
2016
Q3
$11K Sell
123
-10
-8% -$894 0.01% 425
2016
Q2
$10K Buy
133
+10
+8% +$752 0.01% 428
2016
Q1
$10K Hold
123
0.01% 420
2015
Q4
$10K Hold
123
0.01% 449
2015
Q3
$8K Hold
123
﹤0.01% 461
2015
Q2
$9K Hold
123
0.01% 466
2015
Q1
$9K Hold
123
0.01% 452
2014
Q4
$9K Hold
123
0.01% 453
2014
Q3
$9K Sell
123
-2
-2% -$146 0.01% 464
2014
Q2
$10K Sell
125
-100
-44% -$8K 0.01% 437
2014
Q1
$18K Hold
225
0.01% 359
2013
Q4
$20K Hold
225
0.02% 355
2013
Q3
$17K Buy
225
+2
+0.9% +$151 0.01% 371
2013
Q2
$16K Buy
+223
New +$16K 0.01% 368