Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-117,503
Closed -$855K 1259
2023
Q1
$855K Sell
117,503
-61,686
-34% -$449K 0.03% 552
2022
Q4
$1.16M Buy
+179,189
New +$1.16M 0.04% 418
2022
Q1
Sell
-15,945
Closed -$227K 1428
2021
Q4
$227K Buy
+15,945
New +$227K 0.01% 966
2020
Q4
Sell
-297,089
Closed -$3.37M 793
2020
Q3
$3.37M Buy
+297,089
New +$3.37M 0.45% 44