Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,509
Closed -$1.39M 113
2022
Q4
$1.39M Buy
+8,509
New +$1.39M 0.25% 78
2022
Q3
Sell
-61,130
Closed -$8.99M 141
2022
Q2
$8.99M Buy
+61,130
New +$8.99M 1.16% 28
2020
Q4
Sell
-48,822
Closed -$1.29M 78
2020
Q3
$1.29M Buy
+48,822
New +$1.29M 0.34% 59