Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$322K Sell
3,302
-25
-0.8% -$2.44K 0.03% 275
2023
Q3
$283K Sell
3,327
-152
-4% -$12.9K 0.03% 261
2023
Q2
$291K Sell
3,479
-18
-0.5% -$1.51K 0.02% 266
2023
Q1
$256K Sell
3,497
-394
-10% -$28.8K 0.02% 281
2022
Q4
$260K Sell
3,891
-180
-4% -$12K 0.02% 289
2022
Q3
$227K Buy
4,071
+52
+1% +$2.9K 0.02% 290
2022
Q2
$221K Buy
4,019
+156
+4% +$8.58K 0.02% 319
2022
Q1
$227K Buy
3,863
+45
+1% +$2.64K 0.02% 317
2021
Q4
$225K Buy
+3,818
New +$225K 0.02% 342
2018
Q1
Sell
-413
Closed -$20K 509
2017
Q4
$20K Buy
+413
New +$20K ﹤0.01% 473