Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,838
Closed -$2.66M 340
2022
Q4
$2.66M Buy
+25,838
New +$2.66M 0.55% 52
2020
Q1
Sell
-21,231
Closed -$1.63M 273
2019
Q4
$1.63M Buy
+21,231
New +$1.63M 0.36% 123
2016
Q3
Sell
-61,106
Closed -$2.64M 349
2016
Q2
$2.64M Buy
+61,106
New +$2.64M 0.4% 112