Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-468
Closed -$23K 90
2022
Q4
$23K Buy
+468
New +$23K 0.01% 74
2022
Q3
Sell
-468
Closed -$23K 94
2022
Q2
$23K Buy
+468
New +$23K 0.01% 72
2021
Q1
Sell
-25
Closed -$468 61
2020
Q4
$468 Sell
25
-910
-97% -$17K 0.05% 54
2020
Q3
$37K Buy
+935
New +$37K 0.03% 55
2018
Q3
Sell
-1,700
Closed -$134K 83
2018
Q2
$134K Buy
+1,700
New +$134K 0.12% 49