Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,991
Closed -$346K 232
2023
Q3
$346K Buy
+1,991
New +$346K 0.04% 135
2019
Q2
Sell
-41,444
Closed -$4.17M 144
2019
Q1
$4.17M Buy
41,444
+4
+0% +$403 0.54% 29
2018
Q4
$3.55M Buy
+41,440
New +$3.55M 0.47% 32