Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,355
Closed -$324K 1124
2023
Q1
$324K Sell
15,355
-6,382
-29% -$135K 0.02% 802
2022
Q4
$404K Buy
+21,737
New +$404K 0.03% 697
2018
Q1
Sell
-206,073
Closed -$3.06M 1169
2017
Q4
$3.06M Buy
+206,073
New +$3.06M 0.09% 335