Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6
Closed -$384 425
2023
Q3
$384 Buy
+6
New +$384 ﹤0.01% 468
2022
Q1
Sell
-587
Closed -$35K 402
2021
Q4
$35K Sell
587
-634
-52% -$37.8K 0.03% 168
2021
Q3
$53K Buy
+1,221
New +$53K 0.05% 201
2018
Q1
Sell
-20,050
Closed -$755K 351
2017
Q4
$755K Buy
+20,050
New +$755K 0.18% 108
2017
Q3
Sell
-32,971
Closed -$926K 284
2017
Q2
$926K Buy
+32,971
New +$926K 0.22% 97