Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-987
Closed -$18.8K 581
2023
Q2
$18.8K Hold
987
﹤0.01% 404
2023
Q1
$22.6K Hold
987
﹤0.01% 406
2022
Q4
$27K Hold
987
﹤0.01% 391
2022
Q3
$30K Hold
987
﹤0.01% 368
2022
Q2
$44K Hold
987
0.01% 326
2022
Q1
$56K Hold
987
0.01% 317
2021
Q4
$72K Hold
987
0.01% 301
2021
Q3
$66K Hold
987
0.01% 295
2021
Q2
$81K Hold
987
0.01% 278
2021
Q1
$79K Hold
987
0.01% 293
2020
Q4
$84K Hold
987
0.01% 275
2020
Q3
$69K Hold
987
0.01% 272
2020
Q2
$60K Hold
987
0.01% 277
2020
Q1
$53K Hold
987
0.01% 274
2019
Q4
$98K Hold
987
0.01% 253
2019
Q3
$88K Hold
987
0.01% 259
2019
Q2
$86K Buy
+987
New +$86K 0.01% 258
2017
Q3
Sell
-404
Closed -$22K 559
2017
Q2
$22K Hold
404
﹤0.01% 433
2017
Q1
$21K Hold
404
﹤0.01% 456
2016
Q4
$20K Buy
+404
New +$20K ﹤0.01% 445