Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4
Closed -$170 407
2023
Q3
$170 Buy
+4
New +$170 ﹤0.01% 399
2022
Q3
Sell
-520
Closed -$22K 375
2022
Q2
$22K Hold
520
﹤0.01% 282
2022
Q1
$40K Hold
520
﹤0.01% 247
2021
Q4
$40K Hold
520
﹤0.01% 251
2021
Q3
$42K Hold
520
﹤0.01% 232
2021
Q2
$44K Buy
+520
New +$44K ﹤0.01% 233
2015
Q4
Sell
-890
Closed -$15K 403
2015
Q3
$15K Buy
+890
New +$15K ﹤0.01% 295