Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-65
Closed -$7K 266
2022
Q3
$7K Buy
+65
New +$7K ﹤0.01% 720
2021
Q1
Sell
-4
Closed -$1K 721
2020
Q4
$1K Buy
+4
New +$1K ﹤0.01% 718
2018
Q4
Sell
-920
Closed -$47K 747
2018
Q3
$47K Hold
920
﹤0.01% 521
2018
Q2
$39K Hold
920
﹤0.01% 574
2018
Q1
$26K Sell
920
-290
-24% -$8.2K ﹤0.01% 612
2017
Q4
$25K Buy
+1,210
New +$25K ﹤0.01% 694