Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12
Closed -$1K 1056
2022
Q4
$1K Hold
12
﹤0.01% 1039
2022
Q3
$1K Hold
12
﹤0.01% 1070
2022
Q2
$1K Hold
12
﹤0.01% 990
2022
Q1
$1K Hold
12
﹤0.01% 913
2021
Q4
$1K Hold
12
﹤0.01% 987
2021
Q3
$1K Hold
12
﹤0.01% 967
2021
Q2
$1K Hold
12
﹤0.01% 919
2021
Q1
$1K Buy
+12
New +$1K ﹤0.01% 1033
2019
Q2
Sell
-20,624
Closed -$2.52M 708
2019
Q1
$2.52M Buy
20,624
+896
+5% +$109K 0.29% 80
2018
Q4
$1.83M Buy
+19,728
New +$1.83M 0.24% 83