Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,532
Closed -$214K 260
2023
Q3
$214K Buy
+5,532
New +$214K ﹤0.01% 259
2021
Q2
Hold
0
670
2021
Q1
Hold
0
820
2018
Q1
Sell
-13,109
Closed -$509K 68
2017
Q4
$509K Buy
+13,109
New +$509K 0.26% 38
2017
Q1
Sell
-18,677
Closed -$604K 51
2016
Q4
$604K Buy
+18,677
New +$604K 0.54% 20