Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
646
2022
Q4
Sell
-292
Closed -$9K 642
2022
Q3
$9K Hold
292
﹤0.01% 414
2022
Q2
$16K Hold
292
0.01% 367
2022
Q1
$16K Hold
292
0.01% 392
2021
Q4
$16K Hold
292
0.01% 356
2021
Q3
$14K Buy
+292
New +$14K 0.01% 320
2021
Q2
Sell
-292
Closed -$13K 247
2021
Q1
$13K Buy
+292
New +$13K 0.01% 325
2019
Q3
Sell
-482
Closed -$24K 192
2019
Q2
$24K Hold
482
0.02% 216
2019
Q1
$25K Sell
482
-460
-49% -$23.9K 0.02% 207
2018
Q4
$45K Sell
942
-260
-22% -$12.4K 0.03% 147
2018
Q3
$60K Sell
1,202
-100
-8% -$4.99K 0.04% 151
2018
Q2
$66K Hold
1,302
0.05% 135
2018
Q1
$64K Sell
1,302
-768
-37% -$37.8K 0.04% 133
2017
Q4
$96K Sell
2,070
-1,712
-45% -$79.4K 0.06% 112
2017
Q3
$192K Hold
3,782
0.13% 75
2017
Q2
$204K Sell
3,782
-160
-4% -$8.63K 0.14% 71
2017
Q1
$208K Sell
3,942
-104
-3% -$5.49K 0.15% 59
2016
Q4
$195K Buy
+4,046
New +$195K 0.14% 65