Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-217
Closed -$4.5K 779
2023
Q2
$4.5K Hold
217
﹤0.01% 689
2023
Q1
$5.23K Buy
+217
New +$5.23K ﹤0.01% 698
2020
Q1
Sell
-547
Closed -$11K 666
2019
Q4
$11K Buy
+547
New +$11K 0.01% 524
2017
Q1
$411K Buy
+368
New +$411K 0.29% 59