Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-62
Closed -$1.86K 804
2022
Q4
$1.86K Buy
+62
New +$1.86K ﹤0.01% 711
2022
Q3
Sell
-7
Closed 823
2022
Q2
$0 Buy
+7
New ﹤0.01% 851
2021
Q3
Sell
-66
Closed -$2K 696
2021
Q2
$2K Buy
+66
New +$2K ﹤0.01% 544
2018
Q3
Sell
-416
Closed -$11K 475
2018
Q2
$11K Sell
416
-415
-50% -$11K ﹤0.01% 452
2018
Q1
$24K Buy
831
+415
+100% +$12K 0.01% 330
2017
Q4
$13K Hold
416
﹤0.01% 286
2017
Q3
$12K Hold
416
﹤0.01% 298
2017
Q2
$12K Buy
+416
New +$12K ﹤0.01% 294