Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,008
Closed -$246K 1249
2023
Q3
$246K Sell
5,008
-203
-4% -$9.99K 0.01% 980
2023
Q2
$249K Buy
+5,211
New +$249K 0.01% 992
2013
Q3
Sell
-9,124
Closed -$268K 577
2013
Q2
$268K Buy
+9,124
New +$268K 0.04% 362