Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,248
Closed -$222K 567
2023
Q2
$222K Sell
4,248
-164
-4% -$8.57K ﹤0.01% 521
2023
Q1
$262K Buy
+4,412
New +$262K ﹤0.01% 524
2017
Q2
Sell
-2,730
Closed -$298K 668
2017
Q1
$298K Buy
2,730
+420
+18% +$45.8K ﹤0.01% 617
2016
Q4
$255K Buy
2,310
+270
+13% +$29.8K ﹤0.01% 611
2016
Q3
$240K Buy
+2,040
New +$240K ﹤0.01% 613