Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-70
Closed -$3K 466
2023
Q2
$3K Buy
+70
New +$3K ﹤0.01% 467
2015
Q3
Sell
-337,036
Closed -$8.55M 272
2015
Q2
$8.55M Buy
337,036
+14,019
+4% +$355K 0.65% 21
2015
Q1
$7.84M Buy
+323,017
New +$7.84M 0.58% 27