Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,516
Closed -$974K 789
2022
Q4
$974K Buy
+3,516
New +$974K 0.01% 454
2018
Q1
Sell
-9,953
Closed -$3.17M 702
2017
Q4
$3.17M Buy
9,953
+1,001
+11% +$319K 0.04% 216
2017
Q3
$2.8M Buy
+8,952
New +$2.8M 0.04% 226
2014
Q2
Sell
-936
Closed -$286K 575
2014
Q1
$286K Buy
+936
New +$286K 0.01% 484