Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-36
Closed -$2.47K 617
2022
Q4
$2.47K Buy
+36
New +$2.47K ﹤0.01% 471
2021
Q2
Sell
-162
Closed -$11K 524
2021
Q1
$11K Sell
162
-78
-33% -$5.3K ﹤0.01% 424
2020
Q4
$16K Hold
240
﹤0.01% 336
2020
Q3
$14K Hold
240
﹤0.01% 344
2020
Q2
$13K Hold
240
﹤0.01% 332
2020
Q1
$12K Hold
240
﹤0.01% 363
2019
Q4
$14K Hold
240
﹤0.01% 360
2019
Q3
$14K Sell
240
-45
-16% -$2.63K ﹤0.01% 362
2019
Q2
$17K Buy
+285
New +$17K ﹤0.01% 299