Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-169
Closed -$6K 443
2023
Q3
$6K Hold
169
﹤0.01% 292
2023
Q2
$8K Hold
169
﹤0.01% 266
2023
Q1
$8K Buy
169
+2
+1% +$95 ﹤0.01% 265
2022
Q4
$7K Buy
167
+2
+1% +$84 ﹤0.01% 258
2022
Q3
$7K Buy
165
+2
+1% +$85 ﹤0.01% 244
2022
Q2
$8K Buy
163
+1
+0.6% +$49 ﹤0.01% 248
2022
Q1
$9K Buy
162
+2
+1% +$111 ﹤0.01% 260
2021
Q4
$8K Hold
160
﹤0.01% 287
2021
Q3
$8K Buy
+160
New +$8K ﹤0.01% 283
2019
Q2
Sell
-73
Closed -$3K 437
2019
Q1
$3K Buy
+73
New +$3K ﹤0.01% 279
2018
Q1
Sell
-225
Closed -$11K 308
2017
Q4
$11K Buy
225
+2
+0.9% +$98 0.01% 175
2017
Q3
$10K Hold
223
0.01% 170
2017
Q2
$10K Buy
+223
New +$10K 0.01% 187