Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,111
Closed -$711K 577
2023
Q1
$711K Buy
+3,111
New +$711K 0.08% 353
2022
Q4
Sell
-6,304
Closed -$936K 652
2022
Q3
$936K Buy
+6,304
New +$936K 0.1% 321
2022
Q1
Sell
-8,657
Closed -$2.24M 695
2021
Q4
$2.24M Sell
8,657
-20,142
-70% -$5.21M 0.24% 157
2021
Q3
$6.32M Buy
+28,799
New +$6.32M 0.48% 43
2021
Q1
Sell
-35,210
Closed -$9.14M 579
2020
Q4
$9.14M Buy
+35,210
New +$9.14M 0.68% 23