Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-233
Closed -$6.26K 201
2022
Q4
$6.26K Hold
233
﹤0.01% 255
2022
Q3
$6K Hold
233
﹤0.01% 257
2022
Q2
$8K Hold
233
﹤0.01% 255
2022
Q1
$8K Hold
233
﹤0.01% 262
2021
Q4
$9K Hold
233
﹤0.01% 264
2021
Q3
$6K Hold
233
﹤0.01% 281
2021
Q2
$7K Sell
233
-845
-78% -$25.4K ﹤0.01% 283
2021
Q1
$34K Hold
1,078
0.02% 222
2020
Q4
$27K Buy
1,078
+845
+363% +$21.2K 0.02% 242
2020
Q3
$4K Hold
233
﹤0.01% 273
2020
Q2
$4K Hold
233
﹤0.01% 238
2020
Q1
$4K Hold
233
﹤0.01% 238
2019
Q4
$5K Sell
233
-3
-1% -$64 ﹤0.01% 238
2019
Q3
$4K Hold
236
﹤0.01% 232
2019
Q2
$5K Hold
236
﹤0.01% 220
2019
Q1
$5K Hold
236
﹤0.01% 216
2018
Q4
$5K Sell
236
-230
-49% -$4.87K ﹤0.01% 222
2018
Q3
$12K Sell
466
-233
-33% -$6K 0.01% 206
2018
Q2
$16K Sell
699
-1
-0.1% -$23 0.01% 202
2018
Q1
$15K Hold
700
0.01% 203
2017
Q4
$15K Hold
700
0.01% 210
2017
Q3
$14K Hold
700
0.01% 215
2017
Q2
$12K Hold
700
0.01% 217
2017
Q1
$13K Hold
700
0.01% 204
2016
Q4
$10K Buy
+700
New +$10K 0.01% 204