Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,243
Closed -$200K 487
2023
Q2
$200K Buy
+3,243
New +$200K 0.08% 249
2021
Q3
Sell
-3,722
Closed -$207K 351
2021
Q2
$207K Buy
+3,722
New +$207K 0.03% 203