Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,010
Closed -$683K 338
2022
Q4
$683K Buy
+11,010
New +$683K 0.18% 135
2021
Q1
Sell
-5,715
Closed -$333K 325
2020
Q4
$333K Buy
5,715
+334
+6% +$19.5K 0.18% 170
2020
Q3
$248K Buy
+5,381
New +$248K 0.15% 190