Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,619
Closed -$45.3K 2679
2023
Q3
$45.3K Hold
8,619
﹤0.01% 2569
2023
Q2
$56.9K Hold
8,619
﹤0.01% 2610
2023
Q1
$65.1K Buy
+8,619
New +$65.1K ﹤0.01% 2610
2017
Q3
Sell
-2,755
Closed -$326K 3394
2017
Q2
$326K Hold
2,755
﹤0.01% 1751
2017
Q1
$179K Buy
+2,755
New +$179K ﹤0.01% 1793