Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,000
Closed -$154K 443
2023
Q1
$154K Buy
+1,000
New +$154K 0.14% 219
2019
Q1
Sell
-7,734
Closed -$401K 533
2018
Q4
$401K Buy
+7,734
New +$401K 0.27% 153