Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-298
Closed -$17.7K 3384
2023
Q1
$17.7K Sell
298
-311
-51% -$18.5K ﹤0.01% 2376
2022
Q4
$29.9K Buy
+609
New +$29.9K ﹤0.01% 1911
2020
Q1
Sell
-1,767
Closed -$125K 803
2019
Q4
$125K Sell
1,767
-1,679
-49% -$119K 0.02% 701
2019
Q3
$216K Buy
3,446
+946
+38% +$59.3K 0.03% 453
2019
Q2
$157K Buy
+2,500
New +$157K 0.03% 476