Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-989
Closed -$37.5K 159
2023
Q1
$37.5K Buy
+989
New +$37.5K 0.08% 108
2022
Q1
Sell
-8,341
Closed -$232K 193
2021
Q4
$232K Buy
8,341
+320
+4% +$8.9K 0.06% 251
2021
Q3
$224K Buy
+8,021
New +$224K 0.06% 247
2016
Q1
Hold
0
-$47K 188
2015
Q4
Hold
0
218