Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,262
Closed -$148K 266
2022
Q4
$148K Buy
+1,262
New +$148K 0.02% 198
2022
Q1
Sell
-1,317
Closed -$220K 218
2021
Q4
$220K Buy
+1,317
New +$220K 0.03% 190
2021
Q3
Sell
-1,317
Closed -$203K 214
2021
Q2
$203K Buy
+1,317
New +$203K 0.03% 211
2019
Q3
Sell
-787
Closed -$66K 270
2019
Q2
$66K Buy
+787
New +$66K 0.01% 239
2019
Q1
Sell
-787
Closed -$58K 282
2018
Q4
$58K Buy
+787
New +$58K 0.01% 237