Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-28
Closed -$6.82K 1785
2023
Q1
$6.82K Hold
28
﹤0.01% 1318
2022
Q4
$7.48K Hold
28
﹤0.01% 1265
2022
Q3
$7K Buy
28
+1
+4% +$250 ﹤0.01% 1284
2022
Q2
$6K Hold
27
﹤0.01% 1387
2022
Q1
$9K Sell
27
-33
-55% -$11K ﹤0.01% 1183
2021
Q4
$32K Sell
60
-4
-6% -$2.13K ﹤0.01% 522
2021
Q3
$43K Hold
64
0.01% 450
2021
Q2
$43K Buy
64
+4
+7% +$2.69K 0.01% 408
2021
Q1
$36K Buy
60
+33
+122% +$19.8K 0.02% 415
2020
Q4
$12K Hold
27
0.01% 584
2020
Q3
$10K Sell
27
-13
-33% -$4.82K ﹤0.01% 571
2020
Q2
$10K Hold
40
﹤0.01% 566
2020
Q1
$4K Hold
40
﹤0.01% 780
2019
Q4
$9K Hold
40
﹤0.01% 723
2019
Q3
$7K Hold
40
﹤0.01% 732
2019
Q2
$5K Hold
40
﹤0.01% 776
2019
Q1
$4K Hold
40
﹤0.01% 858
2018
Q4
$5K Hold
40
﹤0.01% 770
2018
Q3
$5K Hold
40
﹤0.01% 795
2018
Q2
$6K Hold
40
﹤0.01% 745
2018
Q1
$4K Hold
40
﹤0.01% 791
2017
Q4
$3K Hold
40
﹤0.01% 930
2017
Q3
$3K Hold
40
﹤0.01% 868
2017
Q2
$3K Buy
40
+24
+150% +$1.8K ﹤0.01% 906
2017
Q1
$1K Buy
+16
New +$1K ﹤0.01% 1155
2015
Q4
Sell
-53
Closed -$5K 1072
2015
Q3
$5K Hold
53
﹤0.01% 638
2015
Q2
$5K Hold
53
﹤0.01% 650
2015
Q1
$5K Hold
53
﹤0.01% 578
2014
Q4
$5K Buy
+53
New +$5K ﹤0.01% 570