Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-69,951
Closed -$1M 723
2023
Q1
$1M Buy
+69,951
New +$1M 0.18% 198
2021
Q1
Sell
-175,087
Closed -$3.27M 673
2020
Q4
$3.27M Buy
+175,087
New +$3.27M 0.39% 73