Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,900
Closed -$663K 1310
2023
Q2
$663K Buy
+11,900
New +$663K 0.04% 390
2022
Q2
Sell
-1,800
Closed -$72K 1257
2022
Q1
$72K Sell
1,800
-1,100
-38% -$44K 0.11% 215
2021
Q4
$153K Buy
+2,900
New +$153K 0.3% 60