Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-46
Closed -$4.1K 1321
2023
Q1
$4.1K Hold
46
﹤0.01% 1257
2022
Q4
$3.25K Buy
+46
New +$3.25K ﹤0.01% 1295
2021
Q1
Sell
-215
Closed -$20K 1339
2020
Q4
$20K Buy
+215
New +$20K ﹤0.01% 633
2019
Q4
Sell
-23
Closed -$2K 1034
2019
Q3
$2K Sell
23
-2
-8% -$174 ﹤0.01% 347
2019
Q2
$2K Buy
+25
New +$2K ﹤0.01% 349