Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5
Closed -$380 314
2023
Q1
$380 Buy
+5
New +$380 ﹤0.01% 388
2021
Q3
Sell
-889
Closed -$247K 310
2021
Q2
$247K Sell
889
-53
-6% -$14.7K 0.1% 221
2021
Q1
$234K Sell
942
-59
-6% -$14.7K 0.07% 252
2020
Q4
$254K Buy
+1,001
New +$254K 0.11% 206