Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,007
Closed -$68K 1868
2023
Q1
$68K Buy
+10,007
New +$68K 0.01% 1050
2018
Q4
Sell
-18,747
Closed -$535K 1852
2018
Q3
$535K Buy
18,747
+4,566
+32% +$130K 0.03% 564
2018
Q2
$313K Buy
+14,181
New +$313K 0.02% 1116
2017
Q4
Sell
-15,943
Closed -$333K 2795
2017
Q3
$333K Buy
+15,943
New +$333K 0.02% 1284