Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,700
Closed -$234K 143
2022
Q4
$234K Buy
+8,700
New +$234K 0.15% 128
2020
Q3
Sell
-11,194
Closed -$195K 113
2020
Q2
$195K Buy
+11,194
New +$195K 0.15% 121
2018
Q4
Sell
-336
Closed -$9K 227
2018
Q3
$9K Buy
+336
New +$9K 0.01% 322