Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-70,000
Closed -$1.03M 103
2023
Q2
$1.03M Buy
+70,000
New +$1.03M 0.31% 56
2019
Q3
Hold
0
85
2019
Q2
Hold
0
81
2019
Q1
Hold
0
65
2018
Q4
Hold
0
59
2018
Q3
Hold
0
111