Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,880
Closed -$77.4K 358
2023
Q3
$77.4K Buy
1,880
+9
+0.5% +$370 0.12% 172
2023
Q2
$82.8K Sell
1,871
-93
-5% -$4.11K 0.13% 122
2023
Q1
$77.5K Buy
+1,964
New +$77.5K 0.13% 100
2022
Q3
Sell
-3,361
Closed -$76K 303
2022
Q2
$76K Buy
+3,361
New +$76K 0.1% 110
2018
Q3
Sell
-3,637
Closed -$86K 278
2018
Q2
$86K Hold
3,637
0.02% 301
2018
Q1
$86K Buy
+3,637
New +$86K 0.02% 301
2017
Q2
Sell
-24,699
Closed -$444K 231
2017
Q1
$444K Buy
+24,699
New +$444K 0.11% 174