Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,391
Closed -$64.9K 883
2022
Q4
$64.9K Buy
+2,391
New +$64.9K ﹤0.01% 671
2019
Q2
Sell
-18,105
Closed -$354K 420
2019
Q1
$354K Buy
18,105
+4,473
+33% +$87.5K 0.04% 319
2018
Q4
$281K Buy
13,632
+277
+2% +$5.71K 0.04% 327
2018
Q3
$346K Sell
13,355
-13
-0.1% -$337 0.04% 328
2018
Q2
$305K Buy
13,368
+311
+2% +$7.1K 0.04% 336
2018
Q1
$288K Sell
13,057
-496
-4% -$10.9K 0.04% 342
2017
Q4
$287K Buy
13,553
+168
+1% +$3.56K 0.04% 344
2017
Q3
$269K Sell
13,385
-378
-3% -$7.6K 0.04% 341
2017
Q2
$242K Buy
+13,763
New +$242K 0.04% 355