Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,554
Closed -$376K 62
2023
Q1
$376K Buy
+1,554
New +$376K 0.63% 10
2021
Q2
Sell
-1,471
Closed -$366K 86
2021
Q1
$366K Buy
+1,471
New +$366K 1.18% 20
2014
Q3
$222K Buy
+1,581
New +$222K 0.42% 36