Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-262
Closed -$10.3K 886
2023
Q3
$10.3K Buy
262
+5
+2% +$197 ﹤0.01% 620
2023
Q2
$10.2K Sell
257
-4
-2% -$158 ﹤0.01% 640
2023
Q1
$8.91K Buy
261
+88
+51% +$3K ﹤0.01% 668
2022
Q4
$5.39K Buy
+173
New +$5.39K ﹤0.01% 705
2018
Q3
Sell
-117
Closed -$5K 493
2018
Q2
$5K Buy
+117
New +$5K ﹤0.01% 749