Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,003
Closed -$318K 52
2023
Q2
$318K Buy
+5,003
New +$318K 0.17% 32
2022
Q3
Sell
-5,000
Closed -$419K 40
2022
Q2
$419K Sell
5,000
-8
-0.2% -$670 0.28% 25
2022
Q1
$825K Buy
+5,008
New +$825K 0.63% 20
2019
Q4
Hold
0
63
2019
Q3
Hold
0
52