Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,202
Closed -$86.7K 175
2023
Q2
$86.7K Buy
+10,202
New +$86.7K ﹤0.01% 924
2022
Q2
Sell
-29,240
Closed -$1.08M 1669
2022
Q1
$1.08M Buy
+29,240
New +$1.08M 0.04% 409
2021
Q3
Sell
-5,900
Closed -$540K 1256
2021
Q2
$540K Buy
+5,900
New +$540K 0.01% 772