Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-60,616
Closed -$2.21M 877
2023
Q2
$2.21M Buy
+60,616
New +$2.21M 0.11% 248
2022
Q2
Sell
-6,629
Closed -$226K 2055
2022
Q1
$226K Sell
6,629
-367
-5% -$12.5K 0.01% 942
2021
Q4
$254K Buy
+6,996
New +$254K 0.01% 921