Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-306
Closed -$8.23K 798
2023
Q3
$8.23K Hold
306
﹤0.01% 642
2023
Q2
$10K Hold
306
﹤0.01% 600
2023
Q1
$9.27K Hold
306
﹤0.01% 630
2022
Q4
$8K Hold
306
﹤0.01% 597
2022
Q3
$6K Hold
306
﹤0.01% 608
2022
Q2
$7K Hold
306
﹤0.01% 614
2022
Q1
$8K Sell
306
-1,490
-83% -$39K ﹤0.01% 613
2021
Q4
$59K Hold
1,796
0.02% 326
2021
Q3
$52K Buy
1,796
+466
+35% +$13.5K 0.02% 337
2021
Q2
$41K Hold
1,330
0.02% 381
2021
Q1
$39K Hold
1,330
0.02% 382
2020
Q4
$38K Hold
1,330
0.02% 365
2020
Q3
$29K Buy
1,330
+358
+37% +$7.81K 0.02% 389
2020
Q2
$22K Hold
972
0.02% 407
2020
Q1
$17K Hold
972
0.01% 412
2019
Q4
$30K Buy
972
+51
+6% +$1.57K 0.02% 370
2019
Q3
$28K Hold
921
0.02% 390
2019
Q2
$27K Hold
921
0.02% 395
2019
Q1
$23K Buy
921
+62
+7% +$1.55K 0.01% 410
2018
Q4
$20K Buy
+859
New +$20K 0.01% 419