Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-16
Closed -$2K 594
2023
Q2
$2K Buy
+16
New +$2K ﹤0.01% 472
2019
Q3
Sell
-1,011
Closed -$91K 424
2019
Q2
$91K Hold
1,011
﹤0.01% 318
2019
Q1
$93K Hold
1,011
﹤0.01% 327
2018
Q4
$84K Hold
1,011
﹤0.01% 332
2018
Q3
$107K Hold
1,011
﹤0.01% 268
2018
Q2
$95K Buy
+1,011
New +$95K ﹤0.01% 251