Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,715
Closed -$353K 1213
2022
Q4
$353K Sell
11,715
-97
-0.8% -$2.93K ﹤0.01% 1212
2022
Q3
$313K Buy
+11,812
New +$313K ﹤0.01% 1208
2021
Q1
Sell
-500
Closed -$8K 688
2020
Q4
$8K Buy
+500
New +$8K ﹤0.01% 887
2019
Q2
Sell
-96
Closed -$2K 642
2019
Q1
$2K Buy
+96
New +$2K ﹤0.01% 748