Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,985
Closed -$83K 286
2023
Q2
$83K Buy
+3,985
New +$83K 0.02% 188
2019
Q1
Sell
-71,158
Closed -$1.03M 338
2018
Q4
$1.03M Sell
71,158
-2
-0% -$29 0.08% 210
2018
Q3
$996K Buy
+71,160
New +$996K 0.05% 223