Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,000
Closed -$96K 602
2023
Q2
$96K Buy
+3,000
New +$96K ﹤0.01% 612
2021
Q4
Sell
-2,548
Closed -$263K 600
2021
Q3
$263K Buy
+2,548
New +$263K ﹤0.01% 545
2018
Q1
Sell
-1,676
Closed -$107K 521
2017
Q4
$107K Buy
1,676
+10
+0.6% +$638 ﹤0.01% 554
2017
Q3
$144K Buy
+1,666
New +$144K ﹤0.01% 556
2016
Q2
Sell
-1,905
Closed -$156K 619
2016
Q1
$156K Buy
+1,905
New +$156K ﹤0.01% 570
2014
Q3
Sell
-5,210
Closed -$329K 652
2014
Q2
$329K Buy
+5,210
New +$329K 0.01% 550