Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,186
Closed -$650K 431
2023
Q3
$650K Sell
2,186
-207
-9% -$61.6K 0.4% 121
2023
Q2
$790K Buy
+2,393
New +$790K 0.47% 66
2020
Q3
Sell
-70
Closed -$20K 335
2020
Q2
$20K Sell
70
-19
-21% -$5.43K 0.01% 371
2020
Q1
$21K Buy
89
+15
+20% +$3.54K 0.01% 326
2019
Q4
$19K Buy
+74
New +$19K ﹤0.01% 368
2018
Q4
Sell
-74
Closed -$14K 306
2018
Q3
$14K Buy
+74
New +$14K ﹤0.01% 308