Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,071
Closed -$204K 358
2023
Q3
$204K Buy
+2,071
New +$204K 0.03% 302
2019
Q3
Sell
-67
Closed -$4K 210
2019
Q2
$4K Hold
67
﹤0.01% 599
2019
Q1
$3K Buy
67
+57
+570% +$2.55K ﹤0.01% 604
2018
Q4
$0 Sell
10
-20
-67% ﹤0.01% 828
2018
Q3
$1K Hold
30
﹤0.01% 672
2018
Q2
$1K Sell
30
-1
-3% -$33 ﹤0.01% 725
2018
Q1
$0 Buy
31
+21
+210% ﹤0.01% 824
2017
Q4
$0 Buy
+10
New ﹤0.01% 743