Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-145,733
Closed -$2.79M 287
2023
Q3
$2.79M Buy
+145,733
New +$2.79M 0.54% 43
2023
Q2
Sell
-149,029
Closed -$2.65M 302
2023
Q1
$2.65M Buy
+149,029
New +$2.65M 0.52% 58
2020
Q4
Sell
-11,350
Closed -$1.06M 329
2020
Q3
$1.06M Sell
11,350
-10,771
-49% -$1.01M 0.25% 191
2020
Q2
$1.88M Buy
+22,121
New +$1.88M 0.42% 96