Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,000
Closed -$56.9K 685
2023
Q3
$56.9K Hold
1,000
0.01% 283
2023
Q2
$59.7K Hold
1,000
0.01% 284
2023
Q1
$63.4K Hold
1,000
0.01% 273
2022
Q4
$62.1K Hold
1,000
0.01% 264
2022
Q3
$50K Hold
1,000
0.01% 291
2022
Q2
$56K Sell
1,000
-121
-11% -$6.78K 0.01% 285
2022
Q1
$77K Hold
1,121
0.01% 263
2021
Q4
$60K Hold
1,121
0.01% 314
2021
Q3
$54K Hold
1,121
0.01% 305
2021
Q2
$73K Hold
1,121
0.01% 272
2021
Q1
$69K Hold
1,121
0.01% 278
2020
Q4
$65K Buy
+1,121
New +$65K 0.01% 258
2017
Q1
Sell
-224
Closed -$8K 644
2016
Q4
$8K Buy
+224
New +$8K ﹤0.01% 474
2014
Q4
Sell
-118
Closed -$7K 484
2014
Q3
$7K Hold
118
﹤0.01% 305
2014
Q2
$7K Hold
118
﹤0.01% 307
2014
Q1
$7K Hold
118
﹤0.01% 301
2013
Q4
$7K Buy
+118
New +$7K ﹤0.01% 282