Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-183
Closed -$19K 1515
2023
Q1
$19K Hold
183
﹤0.01% 736
2022
Q4
$19.9K Hold
183
﹤0.01% 709
2022
Q3
$16K Buy
183
+1
+0.5% +$87 ﹤0.01% 772
2022
Q2
$15K Buy
182
+57
+46% +$4.7K ﹤0.01% 769
2022
Q1
$12K Hold
125
﹤0.01% 990
2021
Q4
$14K Hold
125
﹤0.01% 925
2021
Q3
$11K Hold
125
﹤0.01% 1029
2021
Q2
$12K Hold
125
﹤0.01% 842
2021
Q1
$11K Hold
125
﹤0.01% 797
2020
Q4
$9K Hold
125
﹤0.01% 657
2020
Q3
$7K Hold
125
﹤0.01% 661
2020
Q2
$6K Sell
125
-9
-7% -$432 ﹤0.01% 683
2020
Q1
$5K Sell
134
-32
-19% -$1.19K ﹤0.01% 710
2019
Q4
$11K Hold
166
﹤0.01% 685
2019
Q3
$11K Hold
166
﹤0.01% 627
2019
Q2
$11K Sell
166
-41
-20% -$2.72K 0.01% 602
2019
Q1
$13K Hold
207
0.01% 574
2018
Q4
$12K Hold
207
0.01% 575
2018
Q3
$15K Hold
207
0.01% 556
2018
Q2
$14K Hold
207
0.01% 574
2018
Q1
$16K Hold
207
0.01% 526
2017
Q4
$19K Hold
207
0.01% 507
2017
Q3
$17K Hold
207
0.01% 489
2017
Q2
$15K Hold
207
0.01% 511
2017
Q1
$15K Hold
207
0.01% 500
2016
Q4
$14K Hold
207
0.01% 559
2016
Q3
$12K Hold
207
0.01% 539
2016
Q2
$9K Hold
207
0.01% 603
2016
Q1
$12K Hold
207
0.01% 540
2015
Q4
$9K Buy
+207
New +$9K 0.01% 609