Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$12K Buy
272
+118
+77% +$5.2K 0.01% 441
2023
Q2
$6.88K Hold
154
﹤0.01% 518
2023
Q1
$6.83K Sell
154
-771
-83% -$34.2K ﹤0.01% 485
2022
Q4
$38.4K Sell
925
-143
-13% -$5.93K 0.01% 469
2022
Q3
$39.3K Buy
1,068
+62
+6% +$2.28K 0.02% 440
2022
Q2
$41.9K Sell
1,006
-29
-3% -$1.21K 0.02% 429
2022
Q1
$59.3K Buy
1,035
+39
+4% +$2.23K 0.02% 357
2021
Q4
$66.2K Hold
996
0.02% 342
2021
Q3
$69.4K Buy
996
+6
+0.6% +$418 0.03% 311
2021
Q2
$69.5K Hold
990
0.03% 320
2021
Q1
$60.6K Hold
990
0.02% 347
2020
Q4
$49.7K Buy
990
+22
+2% +$1.11K 0.02% 348
2020
Q3
$50.4K Hold
968
0.02% 302
2020
Q2
$50.8K Buy
968
+43
+5% +$2.26K 0.03% 295
2020
Q1
$27.8K Buy
925
+11
+1% +$331 0.02% 387
2019
Q4
$33K Hold
914
0.02% 429
2019
Q3
$35.6K Hold
914
0.02% 399
2019
Q2
$36.1K Buy
914
+11
+1% +$435 0.02% 396
2019
Q1
$33.5K Buy
903
+23
+3% +$854 0.02% 402
2018
Q4
$24.7K Buy
880
+40
+5% +$1.12K 0.02% 454
2018
Q3
$27.7K Hold
840
0.02% 471
2018
Q2
$30.5K Hold
840
0.02% 430
2018
Q1
$33.8K Hold
840
0.02% 382
2017
Q4
$31.7K Hold
840
0.02% 395
2017
Q3
$32.3K Hold
840
0.02% 383
2017
Q2
$29.3K Hold
840
0.02% 405
2017
Q1
$28.2K Hold
840
0.02% 385
2016
Q4
$24.9K Hold
840
0.02% 428
2016
Q3
$27.6K Sell
840
-80
-9% -$2.63K 0.03% 379
2016
Q2
$21.5K Hold
920
0.02% 430
2016
Q1
$22K Buy
+920
New +$22K 0.02% 415