Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$684K Buy
+6,575
New +$684K 0.06% 200
2019
Q4
Sell
-5,416
Closed -$251K 411
2019
Q3
$251K Buy
5,416
+259
+5% +$12K 0.02% 335
2019
Q2
$206K Sell
5,157
-4,143
-45% -$165K 0.02% 348
2019
Q1
$381K Buy
+9,300
New +$381K 0.03% 303
2018
Q1
Sell
-200
Closed -$8K 548
2017
Q4
$8K Buy
+200
New +$8K ﹤0.01% 535