Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-394
Closed -$202K 398
2022
Q4
$202K Buy
+394
New +$202K 0.03% 375
2014
Q2
Sell
-3,538
Closed -$398K 277
2014
Q1
$398K Sell
3,538
-232
-6% -$26.1K 0.16% 177
2013
Q4
$389K Sell
3,770
-455
-11% -$46.9K 0.17% 175
2013
Q3
$395K Sell
4,225
-4,134
-49% -$386K 0.19% 161
2013
Q2
$705K Buy
+8,359
New +$705K 0.31% 112