Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,557
Closed -$120K 392
2022
Q4
$120K Buy
+4,557
New +$120K 0.06% 108
2020
Q2
Sell
-102,469
Closed -$5.55M 65
2020
Q1
$5.55M Buy
+102,469
New +$5.55M 4.19% 8