Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,531
Closed -$350K 630
2023
Q1
$350K Buy
+1,531
New +$350K ﹤0.01% 589
2022
Q1
Sell
-8,934
Closed -$2.31M 661
2021
Q4
$2.31M Buy
+8,934
New +$2.31M 0.01% 301
2021
Q3
Sell
-10,024
Closed -$2.99M 542
2021
Q2
$2.99M Buy
+10,024
New +$2.99M 0.01% 284
2020
Q4
Sell
-9,254
Closed -$2.33M 472
2020
Q3
$2.33M Buy
+9,254
New +$2.33M 0.01% 215