Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-82
Closed -$3K 954
2023
Q3
$3K Hold
82
﹤0.01% 757
2023
Q2
$3K Buy
+82
New +$3K ﹤0.01% 761
2019
Q4
Sell
-368
Closed -$14K 839
2019
Q3
$14K Hold
368
0.01% 359
2019
Q2
$15K Sell
368
-4
-1% -$163 0.01% 340
2019
Q1
$15K Buy
+372
New +$15K 0.01% 332