Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
601
2023
Q2
Hold
0
685
2022
Q2
Sell
-568
Closed -$259K 1160
2022
Q1
$259K Sell
568
-624
-52% -$285K 0.01% 677
2021
Q4
$675K Buy
+1,192
New +$675K 0.02% 610
2018
Q4
Sell
-1,107
Closed -$298K 178
2018
Q3
$298K Buy
+1,107
New +$298K 0.06% 123