Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,912
Closed -$1.31M 116
2023
Q2
$1.31M Buy
+5,912
New +$1.31M 0.63% 58
2018
Q1
Sell
-17,616
Closed -$3.06M 193
2017
Q4
$3.06M Buy
+17,616
New +$3.06M 2.25% 22