Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-500
Closed -$7.23K 1200
2023
Q3
$7.23K Hold
500
﹤0.01% 874
2023
Q2
$7.52K Hold
500
﹤0.01% 893
2023
Q1
$7.53K Hold
500
﹤0.01% 873
2022
Q4
$9.49K Hold
500
﹤0.01% 831
2022
Q3
$9K Hold
500
﹤0.01% 826
2022
Q2
$12K Hold
500
﹤0.01% 801
2022
Q1
$15K Hold
500
﹤0.01% 776
2021
Q4
$14K Sell
500
-4,907
-91% -$137K ﹤0.01% 837
2021
Q3
$160K Buy
5,407
+37
+0.7% +$1.1K 0.01% 357
2021
Q2
$169K Buy
5,370
+3,013
+128% +$94.8K 0.01% 353
2021
Q1
$75K Buy
2,357
+14
+0.6% +$445 ﹤0.01% 459
2020
Q4
$74K Buy
2,343
+13
+0.6% +$411 ﹤0.01% 433
2020
Q3
$62K Buy
2,330
+14
+0.6% +$373 ﹤0.01% 435
2020
Q2
$69K Buy
2,316
+1,043
+82% +$31.1K 0.01% 407
2020
Q1
$41K Buy
1,273
+773
+155% +$24.9K ﹤0.01% 469
2019
Q4
$20K Hold
500
﹤0.01% 616
2019
Q3
$20K Hold
500
﹤0.01% 628
2019
Q2
$20K Hold
500
﹤0.01% 612
2019
Q1
$21K Hold
500
﹤0.01% 575
2018
Q4
$17K Hold
500
﹤0.01% 598
2018
Q3
$18K Hold
500
﹤0.01% 606
2018
Q2
$18K Hold
500
﹤0.01% 599
2018
Q1
$17K Hold
500
﹤0.01% 621
2017
Q4
$17K Hold
500
﹤0.01% 613
2017
Q3
$17K Buy
+500
New +$17K ﹤0.01% 594