Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-17
Closed -$131 3588
2022
Q4
$131 Hold
17
﹤0.01% 3593
2022
Q3
$0 Hold
17
﹤0.01% 4204
2022
Q2
$0 Buy
+17
New ﹤0.01% 4200
2022
Q1
Sell
-2,156
Closed -$25K 3596
2021
Q4
$25K Buy
+2,156
New +$25K ﹤0.01% 3584
2020
Q3
Sell
-4,413
Closed -$312K 3288
2020
Q2
$312K Buy
+4,413
New +$312K ﹤0.01% 2930
2017
Q1
Sell
-321
Closed -$37K 3557
2016
Q4
$37K Buy
321
+8
+3% +$922 ﹤0.01% 3680
2016
Q3
$40K Hold
313
﹤0.01% 3693
2016
Q2
$33K Sell
313
-1
-0.3% -$105 ﹤0.01% 3862
2016
Q1
$40K Sell
314
-5
-2% -$637 ﹤0.01% 3603
2015
Q4
$28K Sell
319
-9
-3% -$790 ﹤0.01% 3934
2015
Q3
$48K Buy
+328
New +$48K ﹤0.01% 3955