Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,802
Closed -$800K 596
2023
Q3
$800K Buy
+7,802
New +$800K 0.07% 272
2020
Q2
Sell
-2,290
Closed -$75K 1221
2020
Q1
$75K Buy
+2,290
New +$75K 0.02% 680