Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
458
2023
Q3
Hold
0
492
2019
Q1
Sell
-9,799
Closed -$248K 85
2018
Q4
$248K Sell
9,799
-88
-0.9% -$2.23K 0.15% 60
2018
Q3
$431K Buy
+9,887
New +$431K 0.16% 103