Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-440
Closed -$80.9K 613
2023
Q1
$80.9K Buy
+440
New +$80.9K ﹤0.01% 270
2022
Q4
Sell
-715
Closed -$91K 643
2022
Q3
$91K Buy
+715
New +$91K ﹤0.01% 326
2019
Q4
Sell
-660
Closed -$137K 977
2019
Q3
$137K Hold
660
0.01% 187
2019
Q2
$137K Sell
660
-391
-37% -$81.2K 0.01% 520
2019
Q1
$143K Hold
1,051
0.01% 260
2018
Q4
$143K Buy
+1,051
New +$143K 0.01% 260
2018
Q2
Sell
-588
Closed -$92K 828
2018
Q1
$92K Buy
588
+7
+1% +$1.1K ﹤0.01% 430
2017
Q4
$82K Buy
581
+29
+5% +$4.09K ﹤0.01% 377
2017
Q3
$196K Sell
552
-574
-51% -$204K 0.01% 452
2017
Q2
$117K Buy
1,126
+1,025
+1,015% +$107K 0.01% 219
2017
Q1
$10K Buy
+101
New +$10K ﹤0.01% 558