Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-519
Closed -$13.9K 927
2023
Q1
$13.9K Sell
519
-2
-0.4% -$54 ﹤0.01% 2529
2022
Q4
$16.2K Buy
+521
New +$16.2K ﹤0.01% 2331
2019
Q2
Sell
-5,400
Closed -$104K 615
2019
Q1
$104K Buy
+5,400
New +$104K 0.02% 440
2018
Q4
Sell
-5,500
Closed -$132K 507
2018
Q3
$132K Buy
+5,500
New +$132K 0.02% 563