Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,432
Closed -$216K 660
2023
Q1
$216K Buy
+1,432
New +$216K 0.02% 540
2021
Q2
Sell
-1,012
Closed -$222K 552
2021
Q1
$222K Sell
1,012
-303
-23% -$66.5K 0.02% 457
2020
Q4
$284K Buy
+1,315
New +$284K 0.03% 341
2018
Q4
Sell
-7
Closed -$1K 343
2018
Q3
$1K Buy
+7
New +$1K ﹤0.01% 834