Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-78
Closed -$748 532
2023
Q2
$748 Buy
78
+3
+4% +$29 ﹤0.01% 531
2023
Q1
$695 Buy
+75
New +$695 ﹤0.01% 569
2019
Q4
Sell
-127
Closed -$6K 570
2019
Q3
$6K Buy
+127
New +$6K ﹤0.01% 460