Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-32,044
Closed -$149K 937
2023
Q1
$149K Buy
+32,044
New +$149K ﹤0.01% 878
2014
Q4
Sell
-25,449
Closed -$324K 436
2014
Q3
$324K Buy
+25,449
New +$324K 0.03% 208
2014
Q2
Sell
-27,503
Closed -$332K 524
2014
Q1
$332K Buy
+27,503
New +$332K 0.05% 175