Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,426
Closed -$128K 750
2023
Q2
$128K Sell
10,426
-36
-0.3% -$442 ﹤0.01% 740
2023
Q1
$126K Buy
10,462
+29
+0.3% +$350 ﹤0.01% 750
2022
Q4
$89K Sell
10,433
-861
-8% -$7.35K ﹤0.01% 728
2022
Q3
$71K Buy
11,294
+185
+2% +$1.16K ﹤0.01% 694
2022
Q2
$89K Buy
+11,109
New +$89K ﹤0.01% 697
2018
Q1
Sell
-586
Closed -$12K 563
2017
Q4
$12K Hold
586
﹤0.01% 645
2017
Q3
$10K Buy
+586
New +$10K ﹤0.01% 654