Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,000
Closed -$349K 53
2023
Q3
$349K Buy
+10,000
New +$349K 0.49% 31
2020
Q1
Sell
-30,000
Closed -$938K 36
2019
Q4
$938K Hold
30,000
0.49% 16
2019
Q3
$788K Buy
+30,000
New +$788K 0.47% 17
2017
Q2
Sell
-21,300
Closed -$400K 12
2017
Q1
$400K Buy
+21,300
New +$400K 0.26% 4