Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-20,288
Closed -$1.29M 42
2023
Q2
$1.29M Buy
+20,288
New +$1.29M 0.06% 389
2021
Q1
Sell
-198,950
Closed -$9.07M 771
2020
Q4
$9.07M Buy
+198,950
New +$9.07M 0.3% 87