Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,291
Closed -$206K 95
2023
Q1
$206K Buy
+5,291
New +$206K 1.29% 43
2021
Q3
Sell
-5,190
Closed -$291K 183
2021
Q2
$291K Buy
+5,190
New +$291K 0.75% 48
2017
Q2
Hold
0
287
2017
Q1
Hold
0
289
2015
Q4
Sell
-8,265
Closed -$360K 216
2015
Q3
$360K Buy
+8,265
New +$360K 0.12% 49
2015
Q2
Sell
-6,643
Closed -$323K 199
2015
Q1
$323K Buy
+6,643
New +$323K 0.17% 57