Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,830
Closed -$486K 208
2023
Q2
$486K Buy
+15,830
New +$486K ﹤0.01% 229
2017
Q2
Sell
-15,149
Closed -$271K 145
2017
Q1
$271K Sell
15,149
-9,951
-40% -$178K 0.01% 143
2016
Q4
$372K Hold
25,100
0.01% 143
2016
Q3
$390K Buy
+25,100
New +$390K 0.01% 144