Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-211
Closed -$16K 361
2023
Q1
$16K Buy
+211
New +$16K ﹤0.01% 234
2020
Q3
Sell
-14
Closed -$2K 313
2020
Q2
$2K Buy
+14
New +$2K ﹤0.01% 168
2019
Q2
Sell
-19
Closed -$2K 257
2019
Q1
$2K Buy
+19
New +$2K ﹤0.01% 221
2018
Q1
Sell
-52
Closed -$4K 157
2017
Q4
$4K Buy
+52
New +$4K ﹤0.01% 73