Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,098
Closed -$356K 343
2023
Q3
$356K Buy
1,098
+33
+3% +$10.7K 0.05% 339
2023
Q2
$368K Buy
+1,065
New +$368K 0.05% 349
2014
Q2
Sell
-807
Closed -$68K 348
2014
Q1
$68K Buy
+807
New +$68K ﹤0.01% 603