Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,059
Closed -$229K 308
2023
Q1
$229K Buy
+2,059
New +$229K 0.04% 254
2019
Q3
Sell
-173
Closed -$10K 386
2019
Q2
$10K Hold
173
0.01% 498
2019
Q1
$11K Hold
173
0.01% 465
2018
Q4
$8K Buy
+173
New +$8K 0.01% 464