Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$963K Sell
281,513
-11,711
-4% -$40.1K ﹤0.01% 846
2023
Q3
$1.1M Buy
293,224
+3,510
+1% +$13.1K ﹤0.01% 819
2023
Q2
$1.21M Buy
289,714
+34,545
+14% +$144K ﹤0.01% 828
2023
Q1
$1.25M Buy
+255,169
New +$1.25M ﹤0.01% 828
2017
Q3
Sell
-302,705
Closed -$1.87M 1163
2017
Q2
$1.87M Buy
+302,705
New +$1.87M ﹤0.01% 801