Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,350
Closed -$345K 107
2023
Q1
$345K Sell
1,350
-63
-4% -$16.1K 0.04% 96
2022
Q4
$468K Buy
+1,413
New +$468K 0.06% 100
2017
Q4
Sell
-1,460
Closed -$273K 94
2017
Q3
$273K Hold
1,460
0.08% 86
2017
Q2
$244K Hold
1,460
0.07% 81
2017
Q1
$214K Buy
+1,460
New +$214K 0.07% 84