Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,000
Closed -$64.4K 165
2023
Q1
$64.4K Buy
+15,000
New +$64.4K 0.01% 161
2019
Q1
Sell
-29,030
Closed -$628K 143
2018
Q4
$628K Buy
+29,030
New +$628K 0.08% 83
2016
Q1
Sell
-10,629
Closed -$297K 81
2015
Q4
$297K Buy
+10,629
New +$297K 0.05% 51