Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-41
Closed -$5.3K 937
2023
Q3
$5.3K Buy
+41
New +$5.3K ﹤0.01% 680
2020
Q4
Sell
-97
Closed -$15K 1041
2020
Q3
$15K Sell
97
-18
-16% -$2.78K ﹤0.01% 667
2020
Q2
$16K Sell
115
-105
-48% -$14.6K ﹤0.01% 588
2020
Q1
$25K Buy
+220
New +$25K ﹤0.01% 511
2018
Q3
Sell
-48
Closed -$6K 685
2018
Q2
$6K Buy
+48
New +$6K ﹤0.01% 738