Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
375
2023
Q1
Hold
0
440
2022
Q3
Sell
-2,307
Closed -$209K 452
2022
Q2
$209K Sell
2,307
-77
-3% -$6.98K 0.02% 407
2022
Q1
$265K Buy
+2,384
New +$265K 0.02% 419
2021
Q2
Sell
-2,379
Closed -$292K 420
2021
Q1
$292K Buy
+2,379
New +$292K 0.03% 395
2019
Q2
Sell
-2,456
Closed -$284K 308
2019
Q1
$284K Buy
+2,456
New +$284K 0.07% 286
2014
Q4
Sell
-1,301
Closed -$94K 383
2014
Q3
$94K Buy
+1,301
New +$94K 0.05% 289