Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,548
Closed -$338K 1431
2023
Q3
$338K Sell
14,548
-1,503
-9% -$34.9K 0.01% 711
2023
Q2
$284K Buy
+16,051
New +$284K 0.01% 731
2017
Q1
Sell
-3,423
Closed -$253K 895
2016
Q4
$253K Buy
+3,423
New +$253K 0.02% 551