Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1186
2022
Q4
Hold
0
1307
2020
Q2
Sell
-20,803
Closed -$257K 1190
2020
Q1
$257K Buy
+20,803
New +$257K ﹤0.01% 693
2019
Q3
Sell
-18,597
Closed -$313K 1049
2019
Q2
$313K Buy
+18,597
New +$313K ﹤0.01% 705
2018
Q4
Sell
-18,809
Closed -$384K 1196
2018
Q3
$384K Buy
+18,809
New +$384K ﹤0.01% 624