Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,970
Closed -$241K 413
2022
Q4
$241K Sell
8,970
-482
-5% -$13K ﹤0.01% 333
2022
Q3
$236K Buy
+9,452
New +$236K ﹤0.01% 334
2017
Q1
Sell
-26,558
Closed -$394K 567
2016
Q4
$394K Buy
+26,558
New +$394K 0.01% 445