Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-336
Closed -$10.8K 971
2022
Q4
$10.8K Hold
336
﹤0.01% 917
2022
Q3
$8.66K Sell
336
-237
-41% -$6.11K ﹤0.01% 940
2022
Q2
$15.9K Buy
573
+8
+1% +$222 0.01% 745
2022
Q1
$16.7K Buy
565
+70
+14% +$2.07K 0.01% 772
2021
Q4
$18.9K Buy
495
+192
+63% +$7.31K 0.01% 720
2021
Q3
$9.68K Buy
303
+18
+6% +$575 ﹤0.01% 920
2021
Q2
$10.5K Hold
285
﹤0.01% 901
2021
Q1
$11.9K Hold
285
﹤0.01% 826
2020
Q4
$10.9K Hold
285
﹤0.01% 785
2020
Q3
$4.9K Hold
285
﹤0.01% 929
2020
Q2
$4.94K Hold
285
﹤0.01% 894
2020
Q1
$3.53K Buy
+285
New +$3.53K ﹤0.01% 932
2019
Q1
Sell
-704
Closed -$11.3K 1186
2018
Q4
$11.3K Buy
+704
New +$11.3K 0.01% 707
2016
Q2
Sell
-328
Closed -$3.9K 1032
2016
Q1
$3.9K Buy
+328
New +$3.9K ﹤0.01% 808