Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
375
2023
Q3
Sell
-6,000
Closed -$725K 390
2023
Q2
$725K Buy
+6,000
New +$725K 0.03% 175
2022
Q1
Hold
0
363
2021
Q4
Hold
0
364
2021
Q3
Hold
0
391