Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,955
Closed -$780K 209
2023
Q1
$780K Buy
+6,955
New +$780K 0.14% 144
2020
Q1
Sell
-5,839
Closed -$555K 151
2019
Q4
$555K Sell
5,839
-3
-0.1% -$285 0.1% 156
2019
Q3
$511K Buy
5,842
+480
+9% +$42K 0.11% 146
2019
Q2
$433K Buy
+5,362
New +$433K 0.17% 104