Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-365
Closed -$14.1K 1350
2022
Q4
$14.1K Buy
+365
New +$14.1K ﹤0.01% 974
2019
Q2
Sell
-7,776
Closed -$353K 448
2019
Q1
$353K Buy
7,776
+1,812
+30% +$82.3K 0.04% 320
2018
Q4
$236K Buy
+5,964
New +$236K 0.03% 359