Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$95.4K Buy
997
+120
+14% +$11.5K 0.05% 173
2023
Q2
$96.8K Buy
877
+256
+41% +$28.3K 0.05% 173
2023
Q1
$76.2K Sell
621
-2,003
-76% -$246K 0.04% 175
2022
Q4
$307K Sell
2,624
-15
-0.6% -$1.76K 0.12% 132
2022
Q3
$219K Buy
2,639
+114
+5% +$9.48K 0.09% 161
2022
Q2
$258K Buy
2,525
+55
+2% +$5.62K 0.1% 138
2022
Q1
$332K Sell
2,470
-1
-0% -$135 0.11% 126
2021
Q4
$412K Buy
2,471
+1
+0% +$167 0.14% 109
2021
Q3
$359K Buy
2,470
+6
+0.2% +$871 0.13% 116
2021
Q2
$381K Buy
2,464
+75
+3% +$11.6K 0.14% 114
2021
Q1
$317K Buy
2,389
+16
+0.7% +$2.13K 0.12% 121
2020
Q4
$336K Buy
2,373
+30
+1% +$4.24K 0.14% 112
2020
Q3
$294K Buy
2,343
+7
+0.3% +$879 0.14% 112
2020
Q2
$229K Buy
2,336
+16
+0.7% +$1.57K 0.12% 128
2020
Q1
$192K Buy
2,320
+51
+2% +$4.22K 0.12% 132
2019
Q4
$230K Hold
2,269
0.12% 138
2019
Q3
$213K Buy
2,269
+24
+1% +$2.25K 0.12% 139
2019
Q2
$188K Sell
2,245
-7
-0.3% -$588 0.11% 149
2019
Q1
$190K Buy
2,252
+27
+1% +$2.27K 0.11% 147
2018
Q4
$165K Sell
2,225
-54
-2% -$4K 0.11% 149
2018
Q3
$193K Hold
2,279
0.13% 129
2018
Q2
$182K Hold
2,279
0.13% 132
2018
Q1
$151K Hold
2,279
0.11% 153
2017
Q4
$143K Hold
2,279
0.1% 159
2017
Q3
$118K Hold
2,279
0.09% 177
2017
Q2
$134K Hold
2,279
0.11% 162
2017
Q1
$127K Hold
2,279
0.11% 162
2016
Q4
$116K Hold
2,279
0.1% 170
2016
Q3
$120K Hold
2,279
0.11% 161
2016
Q2
$126K Hold
2,279
0.12% 149
2016
Q1
$140K Buy
+2,279
New +$140K 0.13% 138