Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-36
Closed -$5.32K 427
2023
Q2
$5.32K Hold
36
﹤0.01% 398
2023
Q1
$5.47K Hold
36
﹤0.01% 417
2022
Q4
$4.87K Hold
36
﹤0.01% 424
2022
Q3
$4K Buy
+36
New +$4K ﹤0.01% 452
2019
Q4
Sell
-66
Closed -$7K 428
2019
Q3
$7K Hold
66
﹤0.01% 372
2019
Q2
$7K Hold
66
﹤0.01% 379
2019
Q1
$6K Hold
66
﹤0.01% 407
2018
Q4
$5K Sell
66
-125
-65% -$9.47K ﹤0.01% 403
2018
Q3
$17K Hold
191
﹤0.01% 357
2018
Q2
$14K Sell
191
-45
-19% -$3.3K ﹤0.01% 376
2018
Q1
$18K Hold
236
﹤0.01% 363
2017
Q4
$20K Buy
+236
New +$20K ﹤0.01% 447