Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,701
Closed -$239K 90
2023
Q3
$239K Buy
+1,701
New +$239K 0.39% 39
2014
Q3
$297K Buy
1,635
+489
+43% +$88.8K 0.56% 19
2014
Q2
$199K Buy
+1,146
New +$199K 0.39% 23