Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-321
Closed -$11.3K 789
2022
Q4
$11.3K Hold
321
﹤0.01% 304
2022
Q3
$9K Sell
321
-1
-0.3% -$28 ﹤0.01% 293
2022
Q2
$17K Hold
322
﹤0.01% 237
2022
Q1
$18K Hold
322
0.01% 141
2021
Q4
$18K Hold
322
0.01% 211
2021
Q3
$15K Hold
322
0.01% 217
2021
Q2
$16K Hold
322
0.01% 222
2021
Q1
$14K Hold
322
0.01% 190
2020
Q4
$15K Hold
322
0.01% 187
2020
Q3
$15K Hold
322
0.01% 173
2020
Q2
$16K Sell
322
-20
-6% -$994 0.01% 163
2020
Q1
$16K Hold
342
0.01% 158
2019
Q4
$20K Hold
342
0.01% 162
2019
Q3
$18K Hold
342
0.01% 162
2019
Q2
$17K Hold
342
0.01% 166
2019
Q1
$18K Hold
342
0.01% 164
2018
Q4
$16K Hold
342
0.01% 166
2018
Q3
$17K Hold
342
0.01% 180
2018
Q2
$17K Hold
342
0.01% 165
2018
Q1
$17K Hold
342
0.01% 175
2017
Q4
$15K Hold
342
0.01% 174
2017
Q3
$17K Buy
+342
New +$17K 0.01% 173
2016
Q2
Sell
-614
Closed -$31K 107
2016
Q1
$31K Hold
614
0.03% 111
2015
Q4
$31K Buy
+614
New +$31K 0.03% 106