Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-194,281
Closed -$2.41M 362
2023
Q2
$2.41M Buy
+194,281
New +$2.41M 0.45% 81
2020
Q4
Sell
-45,443
Closed -$2.27M 374
2020
Q3
$2.27M Sell
45,443
-17,505
-28% -$874K 0.54% 48
2020
Q2
$2.64M Buy
+62,948
New +$2.64M 0.58% 43