Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,985
Closed -$1.03M 567
2022
Q4
$1.03M Buy
+6,985
New +$1.03M 0.17% 161
2021
Q3
Sell
-1,314
Closed -$162K 503
2021
Q2
$162K Buy
+1,314
New +$162K 0.03% 481
2020
Q4
Sell
-1,090
Closed -$74K 973
2020
Q3
$74K Buy
+1,090
New +$74K 0.05% 365