Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,818
Closed -$221K 138
2023
Q3
$221K Buy
+2,818
New +$221K 0.02% 107
2019
Q3
Sell
-3,014
Closed -$437K 44
2019
Q2
$437K Sell
3,014
-44
-1% -$6.38K 0.15% 29
2019
Q1
$531K Hold
3,058
0.24% 18
2018
Q4
$528K Buy
+3,058
New +$528K 0.24% 16