Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-999
Closed -$16.2K 803
2022
Q4
$16.2K Buy
+999
New +$16.2K ﹤0.01% 945
2017
Q1
Sell
-13,485
Closed -$146K 393
2016
Q4
$146K Sell
13,485
-4,495
-25% -$48.7K 0.06% 231
2016
Q3
$185K Sell
17,980
-2,578
-13% -$26.5K 0.08% 210
2016
Q2
$183K Buy
+20,558
New +$183K 0.09% 195