Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-59
Closed -$15.1K 178
2023
Q1
$15.1K Buy
59
+9
+18% +$2.3K ﹤0.01% 164
2022
Q4
$16.6K Hold
50
﹤0.01% 145
2022
Q3
$14K Buy
+50
New +$14K ﹤0.01% 154
2021
Q2
Sell
-84
Closed -$20K 199
2021
Q1
$20K Buy
+84
New +$20K ﹤0.01% 175
2019
Q2
Sell
-4,581
Closed -$737K 114
2019
Q1
$737K Buy
4,581
+586
+15% +$94.3K 0.33% 55
2018
Q4
$759K Buy
+3,995
New +$759K 0.33% 54