Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-299
Closed -$10.3K 1511
2023
Q1
$10.3K Buy
+299
New +$10.3K ﹤0.01% 1206
2020
Q1
Sell
-1,135
Closed -$28K 1419
2019
Q4
$28K Hold
1,135
﹤0.01% 988
2019
Q3
$31K Buy
+1,135
New +$31K ﹤0.01% 977
2018
Q3
Sell
-436
Closed -$14K 1427
2018
Q2
$14K Hold
436
﹤0.01% 1149
2018
Q1
$14K Sell
436
-2,000
-82% -$64.2K ﹤0.01% 1142
2017
Q4
$86K Buy
+2,436
New +$86K ﹤0.01% 886
2017
Q2
Sell
-2,289
Closed -$82K 1438
2017
Q1
$82K Hold
2,289
﹤0.01% 850
2016
Q4
$79K Hold
2,289
﹤0.01% 846
2016
Q3
$77K Buy
+2,289
New +$77K ﹤0.01% 851
2016
Q2
Sell
-316
Closed -$9K 1499
2016
Q1
$9K Hold
316
﹤0.01% 1186
2015
Q4
$12K Buy
+316
New +$12K ﹤0.01% 1157