Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-555
Closed -$47.2K 542
2023
Q2
$47.2K Buy
+555
New +$47.2K 0.07% 170
2021
Q4
Sell
-9
Closed -$1K 475
2021
Q3
$1K Buy
+9
New +$1K ﹤0.01% 376
2021
Q2
Sell
-11
Closed -$1K 434
2021
Q1
$1K Buy
+11
New +$1K ﹤0.01% 317
2018
Q4
Sell
-16,833
Closed -$2.52M 386
2018
Q3
$2.52M Buy
+16,833
New +$2.52M 0.64% 54
2018
Q1
Sell
-27,413
Closed -$3.76M 395
2017
Q4
$3.76M Buy
+27,413
New +$3.76M 0.89% 47
2017
Q1
Sell
-24,887
Closed -$2.25M 317
2016
Q4
$2.25M Buy
+24,887
New +$2.25M 0.56% 61