Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1
Closed 607
2023
Q2
$0 Buy
+1
New ﹤0.01% 679
2020
Q3
Sell
-540
Closed -$92K 461
2020
Q2
$92K Buy
+540
New +$92K ﹤0.01% 263
2018
Q3
Sell
-402
Closed -$54K 275
2018
Q2
$54K Buy
402
+2
+0.5% +$269 ﹤0.01% 207
2018
Q1
$48K Hold
400
﹤0.01% 213
2017
Q4
$42K Hold
400
﹤0.01% 209
2017
Q3
$44K Buy
+400
New +$44K ﹤0.01% 216