Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,240
Closed -$518K 285
2023
Q1
$518K Buy
+4,240
New +$518K 0.04% 119
2020
Q4
Sell
-9,631
Closed -$1.02M 353
2020
Q3
$1.02M Buy
+9,631
New +$1.02M 0.44% 88
2013
Q4
$4.78M Hold
73,100
0.41% 69
2013
Q3
$4.55M Sell
73,100
-116
-0.2% -$7.22K 0.35% 73
2013
Q2
$3.88M Buy
+73,216
New +$3.88M 0.33% 94