Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,284
Closed -$814K 453
2023
Q2
$814K Sell
11,284
-27,539
-71% -$1.99M 0.04% 518
2023
Q1
$2.15M Buy
+38,823
New +$2.15M 0.08% 254
2022
Q3
Sell
-4,301
Closed -$213K 1746
2022
Q2
$213K Buy
+4,301
New +$213K 0.01% 1292
2021
Q2
Sell
-6,700
Closed -$594K 1587
2021
Q1
$594K Buy
+6,700
New +$594K 0.02% 450