Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,411
Closed -$55K 1612
2023
Q1
$55K Sell
13,411
-19,455
-59% -$79.8K ﹤0.01% 976
2022
Q4
$100K Buy
+32,866
New +$100K ﹤0.01% 877
2021
Q3
Sell
-10,477
Closed -$87K 1049
2021
Q2
$87K Buy
+10,477
New +$87K ﹤0.01% 571
2018
Q2
Sell
-20,418
Closed -$109K 1294
2018
Q1
$109K Buy
+20,418
New +$109K ﹤0.01% 927