Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-111
Closed -$4.72K 130
2023
Q1
$4.72K Buy
+111
New +$4.72K 0.01% 278
2022
Q1
Sell
-6,913
Closed -$330K 176
2021
Q4
$330K Buy
6,913
+391
+6% +$18.7K 0.09% 214
2021
Q3
$312K Buy
+6,522
New +$312K 0.09% 215
2016
Q1
Hold
0
-$12K 142
2015
Q4
Hold
0
344