Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,197
Closed -$38.9K 646
2023
Q2
$38.9K Buy
12,197
+425
+4% +$1.36K ﹤0.01% 880
2023
Q1
$50.5K Sell
11,772
-771
-6% -$3.31K ﹤0.01% 879
2022
Q4
$77.5K Buy
+12,543
New +$77.5K ﹤0.01% 851
2020
Q1
Sell
-13,198
Closed -$296K 808
2019
Q4
$296K Buy
13,198
+806
+7% +$18.1K 0.01% 681
2019
Q3
$278K Buy
12,392
+307
+3% +$6.89K 0.01% 665
2019
Q2
$268K Buy
12,085
+205
+2% +$4.55K 0.01% 678
2019
Q1
$254K Buy
11,880
+544
+5% +$11.6K 0.01% 689
2018
Q4
$245K Buy
11,336
+2,868
+34% +$62K 0.01% 664
2018
Q3
$221K Sell
8,468
-2,135
-20% -$55.7K ﹤0.01% 745
2018
Q2
$261K Buy
+10,603
New +$261K 0.01% 681