Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,045
Closed -$208K 810
2023
Q1
$208K Buy
+1,045
New +$208K ﹤0.01% 708
2020
Q1
Sell
-3,529
Closed -$545K 700
2019
Q4
$545K Sell
3,529
-22
-0.6% -$3.4K 0.01% 497
2019
Q3
$530K Buy
3,551
+1,887
+113% +$282K 0.01% 503
2019
Q2
$268K Buy
+1,664
New +$268K ﹤0.01% 626