Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-92
Closed -$480 573
2022
Q4
$480 Buy
+92
New +$480 ﹤0.01% 509
2022
Q1
Sell
-87
Closed -$1.09K 614
2021
Q4
$1.09K Hold
87
﹤0.01% 541
2021
Q3
$1.08K Hold
87
﹤0.01% 556
2021
Q2
$1.18K Buy
+87
New +$1.18K ﹤0.01% 589
2020
Q2
Sell
-500
Closed -$4.73K 446
2020
Q1
$4.73K Sell
500
-500
-50% -$4.73K ﹤0.01% 369
2019
Q4
$13.2K Buy
+1,000
New +$13.2K 0.01% 319
2018
Q2
Sell
-236
Closed -$3.88K 487
2018
Q1
$3.88K Buy
+236
New +$3.88K ﹤0.01% 381
2017
Q4
Sell
-32
Closed -$605 488
2017
Q3
$605 Hold
32
﹤0.01% 465
2017
Q2
$764 Hold
32
﹤0.01% 487
2017
Q1
$754 Sell
32
-102
-76% -$2.4K ﹤0.01% 488
2016
Q4
$3.19K Buy
+134
New +$3.19K ﹤0.01% 446