Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,166
Closed -$215K 178
2023
Q1
$215K Buy
+1,166
New +$215K 0.14% 156
2018
Q3
Sell
-2,070
Closed -$202K 127
2018
Q2
$202K Buy
+2,070
New +$202K 0.16% 112