Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-28,885
Closed -$3.41M 316
2023
Q2
$3.41M Buy
+28,885
New +$3.41M 0.45% 62
2018
Q2
Sell
-64,508
Closed -$3.04M 326
2018
Q1
$3.04M Sell
64,508
-28,439
-31% -$1.34M 0.58% 55
2017
Q4
$4.55M Buy
+92,947
New +$4.55M 0.7% 56