Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,203
Closed -$321K 1117
2022
Q4
$321K Sell
1,203
-4
-0.3% -$1.07K ﹤0.01% 817
2022
Q3
$297K Buy
+1,207
New +$297K ﹤0.01% 803
2022
Q1
Sell
-536
Closed -$287K 940
2021
Q4
$287K Buy
536
+10
+2% +$5.35K ﹤0.01% 842
2021
Q3
$351K Buy
+526
New +$351K ﹤0.01% 725
2018
Q1
Sell
-2,791
Closed -$241K 970
2017
Q4
$241K Sell
2,791
-2,637
-49% -$228K ﹤0.01% 778
2017
Q3
$382K Buy
5,428
+642
+13% +$45.2K ﹤0.01% 707
2017
Q2
$309K Buy
+4,786
New +$309K ﹤0.01% 718