Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,426
Closed -$297K 357
2023
Q3
$297K Sell
1,426
-1
-0.1% -$208 0.04% 377
2023
Q2
$275K Buy
+1,427
New +$275K 0.04% 388
2019
Q1
Sell
-16,240
Closed -$2.1M 352
2018
Q4
$2.1M Sell
16,240
-65
-0.4% -$8.4K 0.04% 181
2018
Q3
$2.18M Sell
16,305
-633
-4% -$84.6K 0.04% 188
2018
Q2
$2.15M Buy
+16,938
New +$2.15M 0.03% 208
2014
Q2
Sell
-705
Closed -$70K 382
2014
Q1
$70K Buy
+705
New +$70K ﹤0.01% 497