Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-60,000
Closed -$587K 115
2023
Q1
$587K Buy
+60,000
New +$587K 0.22% 57
2019
Q4
Sell
-4,000
Closed -$264K 93
2019
Q3
$264K Buy
+4,000
New +$264K 0.12% 52
2019
Q2
Sell
-15,000
Closed -$871K 78
2019
Q1
$871K Buy
+15,000
New +$871K 0.44% 27
2018
Q3
Hold
0
109
2018
Q2
Hold
0
110