Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-966
Closed -$287K 497
2023
Q3
$287K Hold
966
0.02% 506
2023
Q2
$319K Hold
966
0.02% 491
2023
Q1
$321K Hold
966
0.03% 489
2022
Q4
$233K Buy
966
+38
+4% +$9.17K 0.02% 546
2022
Q3
$206K Hold
928
0.02% 559
2022
Q2
$222K Buy
+928
New +$222K 0.02% 476
2019
Q2
Sell
-113
Closed -$21K 398
2019
Q1
$21K Buy
113
+29
+35% +$5.39K ﹤0.01% 531
2018
Q4
$12K Buy
+84
New +$12K ﹤0.01% 578