Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$560K Buy
+8,358
New +$560K ﹤0.01% 986
2023
Q1
Sell
-2,217
Closed -$277K 1310
2022
Q4
$277K Sell
2,217
-20
-0.9% -$2.5K ﹤0.01% 1274
2022
Q3
$236K Buy
+2,237
New +$236K ﹤0.01% 1288
2013
Q3
Sell
-76
Closed -$4K 352
2013
Q2
$4K Buy
+76
New +$4K ﹤0.01% 294