Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$320K Sell
9,485
-99
-1% -$3.34K 0.04% 229
2023
Q2
$320K Sell
9,584
-789
-8% -$26.4K 0.03% 249
2023
Q1
$337K Buy
+10,373
New +$337K 0.04% 243
2019
Q2
Sell
-1,506
Closed -$32K 628
2019
Q1
$32K Buy
+1,506
New +$32K 0.01% 455
2018
Q3
Sell
-2,254
Closed -$49K 625
2018
Q2
$49K Buy
+2,254
New +$49K 0.02% 389
2018
Q1
Sell
-3,111
Closed -$74K 626
2017
Q4
$74K Buy
+3,111
New +$74K 0.04% 326