Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,239
Closed -$640K 818
2023
Q3
$640K Buy
+6,239
New +$640K 0.08% 249
2020
Q2
Sell
-456
Closed -$15K 670
2020
Q1
$15K Buy
+456
New +$15K 0.01% 661
2018
Q1
Sell
-386
Closed -$30K 565
2017
Q4
$30K Buy
+386
New +$30K 0.03% 755