Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-452
Closed -$55K 2067
2023
Q2
$55K Buy
+452
New +$55K ﹤0.01% 1132
2023
Q1
Sell
-473
Closed -$89K 2268
2022
Q4
$89K Sell
473
-105
-18% -$19.8K 0.01% 990
2022
Q3
$108K Buy
+578
New +$108K 0.01% 1070
2021
Q2
Sell
-620
Closed -$711K 2182
2021
Q1
$711K Buy
+620
New +$711K 0.05% 356
2019
Q1
Sell
-184
Closed -$275K 1947
2018
Q4
$275K Sell
184
-94
-34% -$140K 0.01% 748
2018
Q3
$627K Buy
278
+158
+132% +$356K 0.04% 502
2018
Q2
$300K Buy
+120
New +$300K 0.02% 1150