Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-241
Closed -$22.5K 808
2023
Q3
$22.5K Hold
241
0.01% 496
2023
Q2
$31K Hold
241
0.01% 446
2023
Q1
$28K Hold
241
0.01% 450
2022
Q4
$27K Hold
241
0.01% 430
2022
Q3
$19K Sell
241
-47
-16% -$3.71K 0.01% 460
2022
Q2
$21K Hold
288
0.01% 439
2022
Q1
$37K Hold
288
0.01% 384
2021
Q4
$39K Hold
288
0.01% 384
2021
Q3
$39K Sell
288
-244
-46% -$33K 0.02% 378
2021
Q2
$57K Hold
532
0.03% 329
2021
Q1
$48K Hold
532
0.02% 353
2020
Q4
$49K Hold
532
0.03% 322
2020
Q3
$55K Hold
532
0.04% 292
2020
Q2
$54K Hold
532
0.04% 284
2020
Q1
$36K Hold
532
0.03% 297
2019
Q4
$29K Sell
532
-132
-20% -$7.2K 0.02% 380
2019
Q3
$25K Buy
664
+132
+25% +$4.97K 0.01% 414
2019
Q2
$20K Hold
532
0.01% 437
2019
Q1
$16K Hold
532
0.01% 461
2018
Q4
$16K Buy
+532
New +$16K 0.01% 459