Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,172
Closed -$520K 136
2023
Q2
$520K Buy
+3,172
New +$520K 0.2% 46
2017
Q3
Sell
-17,200
Closed -$995K 85
2017
Q2
$995K Buy
+17,200
New +$995K 0.35% 33