Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-145,509
Closed -$3.35M 665
2023
Q3
$3.35M Buy
+145,509
New +$3.35M 0.29% 102
2021
Q3
Sell
-4,689
Closed -$204K 893
2021
Q2
$204K Buy
+4,689
New +$204K 0.04% 436
2020
Q2
Sell
-4,926
Closed -$95K 1368
2020
Q1
$95K Buy
+4,926
New +$95K 0.02% 624