Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4
Closed -$240 906
2022
Q4
$240 Hold
4
﹤0.01% 869
2022
Q3
$0 Hold
4
﹤0.01% 953
2022
Q2
$0 Buy
+4
New ﹤0.01% 947
2022
Q1
Sell
-5
Closed 892
2021
Q4
$0 Buy
+5
New ﹤0.01% 937
2020
Q3
Sell
-15
Closed -$1K 554
2020
Q2
$1K Hold
15
﹤0.01% 509
2020
Q1
$1K Hold
15
﹤0.01% 471
2019
Q4
$1K Sell
15
-192
-93% -$12.8K ﹤0.01% 487
2019
Q3
$11K Hold
207
﹤0.01% 326
2019
Q2
$13K Hold
207
﹤0.01% 320
2019
Q1
$14K Buy
207
+15
+8% +$1.01K ﹤0.01% 293
2018
Q4
$11K Hold
192
﹤0.01% 275
2018
Q3
$16K Sell
192
-181
-49% -$15.1K ﹤0.01% 273
2018
Q2
$29K Sell
373
-18
-5% -$1.4K 0.01% 305
2018
Q1
$24K Buy
391
+199
+104% +$12.2K 0.01% 332
2017
Q4
$11K Buy
+192
New +$11K ﹤0.01% 306