Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-44,025
Closed -$913K 1752
2023
Q1
$913K Buy
+44,025
New +$913K 0.1% 203
2018
Q2
Sell
-14,358
Closed -$95K 2228
2018
Q1
$95K Buy
14,358
+3,571
+33% +$23.6K 0.01% 1590
2017
Q4
$93K Buy
+10,787
New +$93K ﹤0.01% 1929