Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1453
2022
Q4
Hold
0
1421
2021
Q4
Sell
-1,915
Closed -$26K 2050
2021
Q3
$26K Sell
1,915
-1,756
-48% -$23.8K ﹤0.01% 1869
2021
Q2
$66K Sell
3,671
-449
-11% -$8.07K ﹤0.01% 1686
2021
Q1
$102K Buy
+4,120
New +$102K ﹤0.01% 1626
2020
Q4
Hold
0
1686
2020
Q1
Hold
0
1561
2019
Q4
Hold
0
1621
2019
Q3
Hold
0
1534
2019
Q1
Sell
-2,030
Closed -$43K 1506
2018
Q4
$43K Buy
+2,030
New +$43K ﹤0.01% 1221
2018
Q3
Sell
-4,477
Closed -$67K 1765
2018
Q2
$67K Hold
4,477
﹤0.01% 1294
2018
Q1
$67K Buy
+4,477
New +$67K ﹤0.01% 1294
2017
Q4
Sell
-3,039
Closed -$89K 1754
2017
Q3
$89K Sell
3,039
-2,760
-48% -$80.8K ﹤0.01% 1146
2017
Q2
$170K Sell
5,799
-1,189
-17% -$34.9K ﹤0.01% 1048
2017
Q1
$197K Buy
+6,988
New +$197K ﹤0.01% 978
2016
Q4
Hold
0
1465
2016
Q3
Hold
0
1421
2016
Q2
Hold
0
1088