Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,480
Closed -$500K 365
2023
Q1
$500K Buy
+6,480
New +$500K 0.01% 131
2018
Q1
Sell
-6,720
Closed -$408K 434
2017
Q4
$408K Buy
+6,720
New +$408K 0.04% 237