Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,466
Closed -$220K 879
2023
Q1
$220K Buy
+3,466
New +$220K 0.01% 784
2022
Q2
Sell
-5,149
Closed -$354K 891
2022
Q1
$354K Buy
+5,149
New +$354K 0.01% 716
2019
Q2
Sell
-355
Closed -$17K 853
2019
Q1
$17K Sell
355
-145
-29% -$6.94K ﹤0.01% 1246
2018
Q4
$22K Hold
500
﹤0.01% 1273
2018
Q3
$22K Buy
+500
New +$22K ﹤0.01% 1341
2013
Q4
Sell
-3,566
Closed -$201K 140
2013
Q3
$201K Sell
3,566
-938
-21% -$52.9K 0.04% 142
2013
Q2
$220K Buy
+4,504
New +$220K 0.05% 127