Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-55,232
Closed -$3.59M 1164
2023
Q2
$3.59M Buy
+55,232
New +$3.59M 0.01% 392
2017
Q1
Sell
-10,156
Closed -$170K 975
2016
Q4
$170K Buy
+10,156
New +$170K ﹤0.01% 957
2014
Q3
Sell
-35,800
Closed -$854K 755
2014
Q2
$854K Buy
+35,800
New +$854K ﹤0.01% 430