Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-56,829
Closed -$667K 533
2023
Q1
$667K Buy
+56,829
New +$667K 0.76% 28
2022
Q1
Sell
-29,400
Closed -$391K 721
2021
Q4
$391K Buy
+29,400
New +$391K 0.21% 109