Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,441
Closed -$249K 136
2023
Q2
$249K Sell
4,441
-23
-0.5% -$1.29K ﹤0.01% 761
2023
Q1
$221K Sell
4,464
-174
-4% -$8.62K ﹤0.01% 798
2022
Q4
$218K Buy
+4,638
New +$218K ﹤0.01% 775
2020
Q4
Sell
-3,275
Closed -$213K 786
2020
Q3
$213K Sell
3,275
-161
-5% -$10.5K ﹤0.01% 678
2020
Q2
$205K Buy
+3,436
New +$205K ﹤0.01% 713
2018
Q1
Sell
-4,084
Closed -$250K 797
2017
Q4
$250K Buy
+4,084
New +$250K 0.01% 680