Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-667
Closed -$13K 1762
2023
Q2
$13K Buy
+667
New +$13K ﹤0.01% 1326
2021
Q3
Sell
-283
Closed -$71K 1861
2021
Q2
$71K Buy
+283
New +$71K 0.01% 1274
2019
Q4
$23K Buy
+330
New +$23K ﹤0.01% 1305
2019
Q3
Sell
-49
Closed -$7K 1739
2019
Q2
$7K Buy
49
+11
+29% +$1.57K ﹤0.01% 1381
2019
Q1
$5K Sell
38
-219
-85% -$28.8K ﹤0.01% 1346
2018
Q4
$34K Buy
257
+223
+656% +$29.5K ﹤0.01% 1306
2018
Q3
$19K Buy
+34
New +$19K ﹤0.01% 1406
2018
Q2
Sell
-38
Closed -$36K 2382
2018
Q1
$36K Buy
+38
New +$36K ﹤0.01% 1761