Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,500
Closed -$169K 152
2023
Q2
$169K Sell
18,500
-103,668
-85% -$948K 0.02% 125
2023
Q1
$1.15M Buy
122,168
+30,168
+33% +$285K 0.17% 84
2022
Q4
$721K Buy
+92,000
New +$721K 0.11% 97
2018
Q2
Sell
-43,292
Closed -$291K 162
2018
Q1
$291K Buy
+43,292
New +$291K 0.04% 139