Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Hold
0
313
2022
Q3
Hold
0
374
2020
Q1
Hold
0
264
2019
Q4
Hold
0
286
2013
Q4
Sell
-17,260
Closed -$720K 474
2013
Q3
$720K Buy
+17,260
New +$720K 0.02% 295