Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,397
Closed -$350K 41
2023
Q3
$350K Buy
+1,397
New +$350K 0.18% 36
2019
Q2
Hold
0
43
2019
Q1
Hold
0
45
2018
Q4
Hold
0
53
2018
Q3
Hold
0
51
2018
Q2
Hold
0
61
2018
Q1
Hold
0
72
2017
Q3
Hold
0
60
2017
Q2
Hold
0
49