Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-340,510
Closed -$2.59M 177
2023
Q1
$2.59M Sell
340,510
-153,125
-31% -$1.17M 0.04% 83
2022
Q4
$3.85M Buy
+493,635
New +$3.85M 0.07% 77
2021
Q2
Sell
-11,836
Closed -$576K 146
2021
Q1
$576K Buy
+11,836
New +$576K 0.01% 114