Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,449
Closed -$587K 1228
2022
Q4
$587K Sell
9,449
-2,558
-21% -$159K 0.01% 1021
2022
Q3
$601K Buy
+12,007
New +$601K 0.01% 993
2016
Q1
Hold
0
174
2015
Q4
Hold
0
91
2013
Q3
Sell
-30
Closed -$1K 309
2013
Q2
$1K Buy
+30
New +$1K ﹤0.01% 350