Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-35
Closed -$3K 510
2022
Q4
$3K Buy
+35
New +$3K ﹤0.01% 305
2018
Q4
Sell
-268
Closed -$18K 190
2018
Q3
$18K Hold
268
﹤0.01% 128
2018
Q2
$18K Hold
268
﹤0.01% 86
2018
Q1
$18K Hold
268
﹤0.01% 53
2017
Q4
$18K Hold
268
﹤0.01% 49
2017
Q3
$17K Hold
268
﹤0.01% 49
2017
Q2
$17K Hold
268
﹤0.01% 98
2017
Q1
$16K Hold
268
﹤0.01% 63
2016
Q4
$16K Buy
+268
New +$16K ﹤0.01% 44