Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12
Closed -$1.61K 801
2023
Q3
$1.61K Hold
12
﹤0.01% 762
2023
Q2
$1.64K Hold
12
﹤0.01% 749
2023
Q1
$1.81K Hold
12
﹤0.01% 773
2022
Q4
$1K Hold
12
﹤0.01% 729
2022
Q3
$1K Sell
12
-20
-63% -$1.67K ﹤0.01% 723
2022
Q2
$5K Hold
32
﹤0.01% 651
2022
Q1
$4K Buy
+32
New +$4K ﹤0.01% 680
2021
Q1
Sell
-130
Closed -$28K 722
2020
Q4
$28K Hold
130
0.02% 412
2020
Q3
$16K Buy
130
+62
+91% +$7.63K 0.01% 463
2020
Q2
$8K Hold
68
0.01% 524
2020
Q1
$7K Sell
68
-138
-67% -$14.2K 0.01% 531
2019
Q4
$26K Sell
206
-127
-38% -$16K 0.02% 393
2019
Q3
$34K Buy
333
+127
+62% +$13K 0.02% 363
2019
Q2
$24K Buy
206
+87
+73% +$10.1K 0.01% 416
2019
Q1
$20K Hold
119
0.01% 426
2018
Q4
$19K Buy
+119
New +$19K 0.01% 425
2017
Q1
$33K Buy
+192
New +$33K 0.02% 343