Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,406
Closed -$144K 293
2023
Q2
$144K Buy
+12,406
New +$144K 0.04% 271
2019
Q3
Sell
-18,312
Closed -$288K 298
2019
Q2
$288K Sell
18,312
-739
-4% -$11.6K 0.09% 227
2019
Q1
$311K Buy
19,051
+1,308
+7% +$21.4K 0.1% 222
2018
Q4
$287K Sell
17,743
-1,904
-10% -$30.8K 0.1% 202
2018
Q3
$312K Buy
19,647
+346
+2% +$5.5K 0.1% 228
2018
Q2
$322K Sell
19,301
-458
-2% -$7.64K 0.11% 214
2018
Q1
$337K Buy
19,759
+929
+5% +$15.8K 0.11% 194
2017
Q4
$325K Sell
18,830
-982
-5% -$16.9K 0.11% 190
2017
Q3
$325K Buy
19,812
+257
+1% +$4.22K 0.11% 189
2017
Q2
$312K Buy
19,555
+462
+2% +$7.37K 0.11% 188
2017
Q1
$297K Buy
19,093
+2,077
+12% +$32.3K 0.11% 185
2016
Q4
$258K Sell
17,016
-1,748
-9% -$26.5K 0.1% 193
2016
Q3
$292K Buy
18,764
+181
+1% +$2.82K 0.11% 176
2016
Q2
$305K Buy
+18,583
New +$305K 0.13% 145