Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-36,981
Closed -$1.35M 54
2023
Q2
$1.35M Buy
+36,981
New +$1.35M 0.12% 29
2019
Q4
Sell
-55,239
Closed -$1.92M 46
2019
Q3
$1.92M Buy
+55,239
New +$1.92M 0.18% 30
2018
Q4
Sell
-7,500
Closed -$369K 51
2018
Q3
$369K Buy
+7,500
New +$369K 0.03% 40