Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,823
Closed -$579K 729
2023
Q3
$579K Buy
16,823
+11,223
+200% +$387K 0.02% 380
2023
Q2
$233K Hold
5,600
0.01% 586
2023
Q1
$215K Buy
+5,600
New +$215K 0.01% 630
2018
Q1
Sell
-16,600
Closed -$364K 474
2017
Q4
$364K Buy
+16,600
New +$364K 0.02% 351