Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-120
Closed -$13.7K 153
2022
Q4
$13.7K Hold
120
0.01% 239
2022
Q3
$14K Sell
120
-25
-17% -$2.92K 0.01% 235
2022
Q2
$22K Hold
145
0.01% 230
2022
Q1
$19K Hold
145
0.01% 231
2021
Q4
$22K Hold
145
0.01% 232
2021
Q3
$22K Hold
145
0.01% 236
2021
Q2
$30K Hold
145
0.01% 236
2021
Q1
$32K Hold
145
0.02% 225
2020
Q4
$31K Hold
145
0.02% 230
2020
Q3
$18K Hold
145
0.01% 238
2020
Q2
$17K Hold
145
0.01% 209
2020
Q1
$15K Hold
145
0.01% 207
2019
Q4
$18K Hold
145
0.01% 210
2019
Q3
$15K Hold
145
0.01% 203
2019
Q2
$17K Sell
145
-25
-15% -$2.93K 0.01% 199
2019
Q1
$28K Sell
170
-100
-37% -$16.5K 0.02% 180
2018
Q4
$43K Hold
270
0.04% 162
2018
Q3
$62K Hold
270
0.05% 156
2018
Q2
$66K Hold
270
0.06% 153
2018
Q1
$60K Sell
270
-40
-13% -$8.89K 0.06% 155
2017
Q4
$73K Hold
310
0.07% 143
2017
Q3
$77K Hold
310
0.07% 144
2017
Q2
$55K Hold
310
0.05% 166
2017
Q1
$54K Sell
310
-75
-19% -$13.1K 0.06% 148
2016
Q4
$63K Buy
+385
New +$63K 0.06% 142