Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-26,731
Closed -$1.42M 555
2022
Q4
$1.42M Buy
+26,731
New +$1.42M 0.09% 227
2020
Q4
Sell
-123
Closed -$2K 899
2020
Q3
$2K Hold
123
﹤0.01% 817
2020
Q2
$1K Hold
123
﹤0.01% 825
2020
Q1
$1K Hold
123
﹤0.01% 742
2019
Q4
$2K Hold
123
﹤0.01% 676
2019
Q3
$2K Hold
123
﹤0.01% 735
2019
Q2
$3K Hold
123
﹤0.01% 709
2019
Q1
$3K Hold
123
﹤0.01% 645
2018
Q4
$2K Hold
123
﹤0.01% 456
2018
Q3
$3K Hold
123
﹤0.01% 316
2018
Q2
$4K Buy
+123
New +$4K ﹤0.01% 285