Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-109,621
Closed -$572K 328
2022
Q4
$572K Buy
+109,621
New +$572K 0.03% 201
2016
Q3
Hold
0
242
2016
Q2
Sell
-27,000
Closed -$863K 251
2016
Q1
$863K Buy
+27,000
New +$863K 0.05% 146