Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,840
Closed -$384K 860
2023
Q1
$384K Sell
2,840
-30
-1% -$4.06K 0.05% 141
2022
Q4
$398K Buy
+2,870
New +$398K 0.05% 140
2016
Q2
Sell
-600
Closed -$30K 338
2016
Q1
$30K Buy
+600
New +$30K 0.01% 191