Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,073
Closed -$501K 859
2023
Q3
$501K Buy
+14,073
New +$501K 0.01% 613
2020
Q3
Sell
-3,892
Closed -$67K 1158
2020
Q2
$67K Hold
3,892
﹤0.01% 849
2020
Q1
$46K Sell
3,892
-6,146
-61% -$72.6K ﹤0.01% 1127
2019
Q4
$257K Buy
+10,038
New +$257K ﹤0.01% 632
2016
Q2
Sell
-110
Closed -$3K 1026
2016
Q1
$3K Hold
110
﹤0.01% 937
2015
Q4
$4K Buy
+110
New +$4K ﹤0.01% 928