Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,440
Closed -$249K 826
2023
Q2
$249K Buy
4,440
+177
+4% +$9.92K 0.02% 666
2023
Q1
$211K Buy
+4,263
New +$211K 0.01% 774
2019
Q1
Sell
-718
Closed -$27K 607
2018
Q4
$27K Sell
718
-6,040
-89% -$227K 0.01% 809
2018
Q3
$377K Buy
+6,758
New +$377K 0.18% 163
2018
Q1
$380K Sell
7,307
-1,105
-13% -$57.5K 0.18% 136
2017
Q4
$514K Buy
+8,412
New +$514K 0.24% 104