Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-546
Closed -$17K 886
2022
Q4
$17K Buy
+546
New +$17K ﹤0.01% 936
2020
Q1
Sell
-18,041
Closed -$705K 430
2019
Q4
$705K Buy
18,041
+1,121
+7% +$43.8K 0.07% 254
2019
Q3
$648K Sell
16,920
-2,185
-11% -$83.7K 0.07% 244
2019
Q2
$807K Buy
19,105
+1,025
+6% +$43.3K 0.09% 213
2019
Q1
$742K Buy
18,080
+6,361
+54% +$261K 0.08% 224
2018
Q4
$465K Buy
+11,719
New +$465K 0.06% 255