Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$516K Buy
11,977
+5,415
+83% +$233K 0.01% 545
2023
Q2
$299K Sell
6,562
-12
-0.2% -$547 ﹤0.01% 669
2023
Q1
$247K Buy
+6,574
New +$247K ﹤0.01% 702
2020
Q4
Sell
-8,404
Closed -$221K 734
2020
Q3
$221K Buy
+8,404
New +$221K 0.01% 660
2014
Q2
Sell
-3,080
Closed -$14K 770
2014
Q1
$14K Buy
+3,080
New +$14K ﹤0.01% 506