Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,500
Closed -$1.29M 140
2023
Q3
$1.29M Buy
+19,500
New +$1.29M 0.44% 84
2020
Q2
Sell
-2,100
Closed -$150K 151
2020
Q1
$150K Buy
+2,100
New +$150K 0.03% 142