Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$23.7K Buy
+215
New +$23.7K ﹤0.01% 551
2022
Q1
Sell
-496
Closed -$83K 1111
2021
Q4
$83K Buy
+496
New +$83K 0.01% 373
2020
Q2
Sell
-1,035
Closed -$86K 747
2020
Q1
$86K Buy
+1,035
New +$86K 0.02% 283
2019
Q2
Sell
-10
Closed -$1K 667
2019
Q1
$1K Hold
10
﹤0.01% 589
2018
Q4
$1K Sell
10
-1,386
-99% -$139K ﹤0.01% 524
2018
Q3
$118K Hold
1,396
0.04% 203
2018
Q2
$111K Buy
1,396
+1,274
+1,044% +$101K 0.04% 208
2018
Q1
$8K Buy
+122
New +$8K ﹤0.01% 415
2017
Q3
Sell
-53
Closed -$3K 517
2017
Q2
$3K Buy
+53
New +$3K ﹤0.01% 477