Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,546
Closed -$225K 814
2023
Q1
$225K Buy
+6,546
New +$225K ﹤0.01% 696
2019
Q4
Sell
-12,090
Closed -$238K 581
2019
Q3
$238K Buy
+12,090
New +$238K ﹤0.01% 470
2018
Q4
Sell
-18,195
Closed -$430K 561
2018
Q3
$430K Buy
18,195
+388
+2% +$9.17K 0.01% 311
2018
Q2
$388K Sell
17,807
-3,810
-18% -$83K 0.01% 326
2018
Q1
$513K Buy
21,617
+66
+0.3% +$1.57K 0.01% 237
2017
Q4
$578K Hold
21,551
0.01% 225
2017
Q3
$533K Buy
21,551
+7,383
+52% +$183K 0.01% 214
2017
Q2
$353K Buy
14,168
+244
+2% +$6.08K 0.01% 252
2017
Q1
$326K Buy
+13,924
New +$326K 0.01% 212