Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$227K Buy
+860
New +$227K ﹤0.01% 1436
2023
Q1
Sell
-1,224
Closed -$327K 1437
2022
Q4
$327K Buy
1,224
+128
+12% +$34.2K ﹤0.01% 1224
2022
Q3
$270K Buy
+1,096
New +$270K ﹤0.01% 1246
2014
Q2
Sell
-23
Closed -$2K 173
2014
Q1
$2K Buy
+23
New +$2K 0.01% 155
2013
Q4
Sell
-351
Closed -$22K 304
2013
Q3
$22K Buy
+351
New +$22K 0.1% 121