Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,718
Closed -$1.72M 1591
2023
Q1
$1.72M Buy
+14,718
New +$1.72M 0.07% 321
2021
Q3
Sell
-66,197
Closed -$14.3M 1742
2021
Q2
$14.3M Buy
+66,197
New +$14.3M 0.33% 87
2021
Q1
Sell
-58,542
Closed -$11.7M 1104
2020
Q4
$11.7M Buy
+58,542
New +$11.7M 0.39% 65