Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,437
Closed -$204K 589
2023
Q1
$204K Sell
6,437
-210
-3% -$6.65K ﹤0.01% 536
2022
Q4
$208K Buy
+6,647
New +$208K ﹤0.01% 536
2022
Q3
Sell
-6,687
Closed -$238K 592
2022
Q2
$238K Buy
+6,687
New +$238K ﹤0.01% 528
2019
Q2
Sell
-11,748
Closed -$352K 318
2019
Q1
$352K Sell
11,748
-230
-2% -$6.89K ﹤0.01% 318
2018
Q4
$316K Buy
+11,978
New +$316K ﹤0.01% 323