Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,846
Closed -$475K 327
2023
Q1
$475K Buy
+13,846
New +$475K 0.08% 138
2022
Q4
Sell
-10,776
Closed -$277K 304
2022
Q3
$277K Sell
10,776
-935
-8% -$24K 0.07% 186
2022
Q2
$313K Buy
+11,711
New +$313K 0.08% 177
2019
Q3
Sell
-269
Closed -$5K 903
2019
Q2
$5K Hold
269
﹤0.01% 591
2019
Q1
$5K Hold
269
﹤0.01% 576
2018
Q4
$5K Buy
+269
New +$5K ﹤0.01% 540
2018
Q3
Sell
-310
Closed -$6K 1041
2018
Q2
$6K Buy
310
+40
+15% +$774 ﹤0.01% 552
2018
Q1
$5K Buy
270
+171
+173% +$3.17K ﹤0.01% 549
2017
Q4
$2K Buy
+99
New +$2K ﹤0.01% 658