Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-979
Closed -$40.2K 264
2022
Q4
$40.2K Hold
979
0.02% 197
2022
Q3
$38K Hold
979
0.02% 198
2022
Q2
$33K Hold
979
0.02% 212
2022
Q1
$31K Hold
979
0.01% 218
2021
Q4
$24K Hold
979
0.01% 228
2021
Q3
$25K Hold
979
0.01% 235
2021
Q2
$28K Hold
979
0.01% 238
2021
Q1
$27K Hold
979
0.01% 238
2020
Q4
$22K Hold
979
0.01% 252
2020
Q3
$16K Hold
979
0.01% 244
2020
Q2
$16K Hold
979
0.01% 211
2020
Q1
$15K Buy
979
+329
+51% +$5.04K 0.01% 210
2019
Q4
$19K Hold
650
0.01% 209
2019
Q3
$19K Sell
650
-50
-7% -$1.46K 0.02% 197
2019
Q2
$23K Hold
700
0.02% 194
2019
Q1
$24K Hold
700
0.02% 187
2018
Q4
$21K Hold
700
0.02% 192
2018
Q3
$27K Sell
700
-50
-7% -$1.93K 0.02% 189
2018
Q2
$28K Hold
750
0.03% 185
2018
Q1
$36K Hold
750
0.03% 172
2017
Q4
$41K Hold
750
0.04% 174
2017
Q3
$38K Hold
750
0.04% 178
2017
Q2
$35K Hold
750
0.03% 185
2017
Q1
$35K Hold
750
0.04% 171
2016
Q4
$33K Buy
+750
New +$33K 0.03% 167