Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,002
Closed -$225K 658
2023
Q2
$225K Buy
+2,002
New +$225K 0.01% 684
2016
Q3
Sell
-12,108
Closed -$137K 906
2016
Q2
$137K Sell
12,108
-120
-1% -$1.36K 0.01% 861
2016
Q1
$118K Buy
+12,228
New +$118K 0.01% 871