Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,017
Closed -$290K 71
2023
Q1
$290K Buy
+4,017
New +$290K 0.49% 16
2014
Q3
$8K Buy
+1,201
New +$8K 0.02% 1173