Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,187
Closed -$952K 278
2023
Q3
$952K Sell
20,187
-584
-3% -$27.5K 0.31% 61
2023
Q2
$996K Buy
+20,771
New +$996K 0.25% 49
2018
Q3
Sell
-1,397
Closed -$36K 234
2018
Q2
$36K Buy
+1,397
New +$36K 0.02% 181
2018
Q1
Sell
-909
Closed -$32K 282
2017
Q4
$32K Buy
+909
New +$32K 0.01% 154
2015
Q1
Sell
-218
Closed -$18.7K 333
2014
Q4
$18.7K Buy
+218
New +$18.7K 0.01% 253