Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,684
Closed -$11.4K 1879
2023
Q3
$11.4K Buy
1,684
+632
+60% +$4.29K ﹤0.01% 1139
2023
Q2
$7.86K Buy
+1,052
New +$7.86K ﹤0.01% 1111
2022
Q4
Sell
-1,058
Closed -$10K 1789
2022
Q3
$10K Buy
+1,058
New +$10K ﹤0.01% 1188
2020
Q3
Sell
-368
Closed -$29K 808
2020
Q2
$29K Buy
+368
New +$29K ﹤0.01% 501
2018
Q4
Sell
-112
Closed -$17K 1516
2018
Q3
$17K Buy
+112
New +$17K ﹤0.01% 1089
2018
Q1
Sell
-34
Closed -$7K 1442
2017
Q4
$7K Buy
+34
New +$7K ﹤0.01% 984