Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8
Closed -$421 583
2023
Q1
$421 Hold
8
﹤0.01% 2250
2022
Q4
$408 Buy
8
+1
+14% +$51 ﹤0.01% 2248
2022
Q3
$0 Buy
+7
New ﹤0.01% 2285
2022
Q2
Sell
-37
Closed -$2K 2301
2022
Q1
$2K Hold
37
﹤0.01% 1960
2021
Q4
$3K Hold
37
﹤0.01% 1986
2021
Q3
$2K Hold
37
﹤0.01% 2084
2021
Q2
$2K Hold
37
﹤0.01% 1950
2021
Q1
$2K Buy
+37
New +$2K ﹤0.01% 1678
2020
Q1
Sell
-102
Closed -$4K 1500
2019
Q4
$4K Buy
+102
New +$4K ﹤0.01% 897
2019
Q2
Sell
-100
Closed -$4K 1426
2019
Q1
$4K Hold
100
﹤0.01% 825
2018
Q4
$3K Hold
100
﹤0.01% 873
2018
Q3
$3K Hold
100
﹤0.01% 893
2018
Q2
$3K Hold
100
﹤0.01% 919
2018
Q1
$3K Hold
100
﹤0.01% 832
2017
Q4
$2K Hold
100
﹤0.01% 998
2017
Q3
$2K Hold
100
﹤0.01% 935
2017
Q2
$3K Hold
100
﹤0.01% 860
2017
Q1
$2K Hold
100
﹤0.01% 915
2016
Q4
$2K Hold
100
﹤0.01% 991
2016
Q3
$2K Buy
+100
New +$2K ﹤0.01% 949