Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,664
Closed -$853K 1078
2023
Q3
$853K Buy
9,664
+461
+5% +$40.7K ﹤0.01% 648
2023
Q2
$1.03M Buy
+9,203
New +$1.03M ﹤0.01% 649
2022
Q1
Sell
-4,422
Closed -$568K 1083
2021
Q4
$568K Buy
+4,422
New +$568K ﹤0.01% 785
2018
Q4
Sell
-8,632
Closed -$183K 745
2018
Q3
$183K Hold
8,632
﹤0.01% 660
2018
Q2
$152K Buy
+8,632
New +$152K ﹤0.01% 739