Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-53,900
Closed -$503K 2156
2023
Q1
$503K Buy
+53,900
New +$503K ﹤0.01% 1314
2015
Q4
Hold
0
2021
2015
Q3
Hold
0
1978
2014
Q4
Sell
-412
Closed -$268K 1884
2014
Q3
$268K Hold
412
﹤0.01% 1393
2014
Q2
$409K Sell
412
-33
-7% -$32.8K ﹤0.01% 1278
2014
Q1
$501K Buy
+445
New +$501K ﹤0.01% 1170