Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-42,052
Closed -$675K 155
2023
Q2
$675K Buy
+42,052
New +$675K 0.31% 102
2014
Q4
Sell
-2,801
Closed -$213K 180
2014
Q3
$213K Buy
+2,801
New +$213K 0.03% 152
2014
Q2
Sell
-3,476
Closed -$252K 165
2014
Q1
$252K Buy
+3,476
New +$252K 0.03% 129