Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-41,811
Closed -$7.81M 238
2023
Q2
$7.81M Sell
41,811
-16,350
-28% -$3.05M 0.03% 193
2023
Q1
$9.63M Buy
+58,161
New +$9.63M 0.04% 171
2019
Q2
Sell
-12,000
Closed -$2.12M 206
2019
Q1
$2.12M Buy
+12,000
New +$2.12M 0.01% 130