Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,014
Closed -$28.1K 1190
2022
Q4
$28.1K Buy
+1,014
New +$28.1K ﹤0.01% 845
2019
Q4
Sell
-10,328
Closed -$245K 458
2019
Q3
$245K Sell
10,328
-3,928
-28% -$93.2K 0.03% 361
2019
Q2
$348K Buy
14,256
+1,310
+10% +$32K 0.04% 319
2019
Q1
$278K Sell
12,946
-843
-6% -$18.1K 0.03% 357
2018
Q4
$283K Buy
13,789
+63
+0.5% +$1.29K 0.04% 326
2018
Q3
$287K Buy
+13,726
New +$287K 0.03% 357