Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-962
Closed -$43.5K 448
2022
Q4
$43.5K Buy
+962
New +$43.5K 0.01% 439
2019
Q2
Sell
-1,105
Closed -$96K 345
2019
Q1
$96K Buy
+1,105
New +$96K 0.08% 182
2018
Q4
Sell
-1,134
Closed -$79K 334
2018
Q3
$79K Sell
1,134
-27
-2% -$1.88K 0.06% 216
2018
Q2
$67K Hold
1,161
0.05% 237
2018
Q1
$62K Sell
1,161
-49
-4% -$2.62K 0.05% 235
2017
Q4
$69K Buy
+1,210
New +$69K 0.06% 249