Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,777
Closed -$460K 901
2023
Q1
$460K Sell
8,777
-524
-6% -$27.5K 0.03% 503
2022
Q4
$470K Sell
9,301
-1,391
-13% -$70.3K 0.05% 411
2022
Q3
$580 Sell
10,692
-532
-5% -$29 0.02% 354
2022
Q2
$654K Buy
+11,224
New +$654K 0.09% 255
2019
Q1
Sell
-223
Closed -$7K 1535
2018
Q4
$7K Buy
+223
New +$7K ﹤0.01% 1274
2018
Q1
$8K Hold
223
﹤0.01% 1180
2017
Q4
$9K Buy
+223
New +$9K ﹤0.01% 1129