Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-581
Closed -$298K 570
2022
Q4
$298K Buy
+581
New +$298K 0.02% 408
2020
Q1
Sell
-1,020
Closed -$374K 403
2019
Q4
$374K Buy
1,020
+138
+16% +$50.6K 0.02% 294
2019
Q3
$226K Buy
+882
New +$226K 0.02% 392
2017
Q1
Sell
-1,016
Closed -$207K 426
2016
Q4
$207K Sell
1,016
-278
-21% -$56.6K 0.02% 388
2016
Q3
$229K Buy
+1,294
New +$229K 0.02% 365