Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-22,201
Closed -$761K 572
2023
Q1
$761K Sell
22,201
-143
-0.6% -$4.91K 0.04% 214
2022
Q4
$681K Buy
+22,344
New +$681K 0.04% 201
2018
Q1
Sell
-8,135
Closed -$218K 308
2017
Q4
$218K Buy
+8,135
New +$218K 0.03% 262