Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,131
Closed -$577K 334
2023
Q3
$577K Buy
1,131
+190
+20% +$96.9K 0.08% 256
2023
Q2
$460K Buy
+941
New +$460K 0.06% 299
2014
Q2
Sell
-1,011
Closed -$66K 325
2014
Q1
$66K Buy
+1,011
New +$66K ﹤0.01% 685