Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,300
Closed -$759K 104
2023
Q3
$759K Buy
+3,300
New +$759K 0.46% 82
2021
Q4
Sell
-1,800
Closed -$401K 112
2021
Q3
$401K Buy
+1,800
New +$401K 0.05% 101
2020
Q2
Sell
-4,400
Closed -$709K 103
2020
Q1
$709K Buy
+4,400
New +$709K 0.65% 76
2018
Q3
Sell
-2,500
Closed -$331K 98
2018
Q2
$331K Sell
2,500
-5,200
-68% -$688K 0.08% 94
2018
Q1
$922K Buy
+7,700
New +$922K 0.3% 44