Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-444
Closed -$216K 260
2023
Q1
$216K Buy
+444
New +$216K 0.02% 242
2018
Q4
Sell
-500
Closed -$169K 482
2018
Q3
$169K Buy
+500
New +$169K 0.03% 260
2014
Q1
Sell
-3,062
Closed -$316K 144
2013
Q4
$316K Buy
+3,062
New +$316K 0.25% 90