Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-40
Closed -$18K 588
2023
Q2
$18K Buy
+40
New +$18K ﹤0.01% 259
2020
Q1
Sell
-33,700
Closed -$10.9M 236
2019
Q4
$10.9M Sell
33,700
-4,600
-12% -$1.49M 0.35% 46
2019
Q3
$10.3M Buy
+38,300
New +$10.3M 0.36% 46