Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,060
Closed -$240K 266
2023
Q2
$240K Buy
+14,060
New +$240K 0.08% 200
2021
Q3
Sell
-1,000
Closed -$14.9K 157
2021
Q2
$14.9K Buy
+1,000
New +$14.9K 0.54% 42
2020
Q2
Sell
-85
Closed 152
2020
Q1
$0 Buy
+85
New ﹤0.01% 434