Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-104,921
Closed -$1.28M 302
2023
Q2
$1.28M Buy
+104,921
New +$1.28M 0.22% 58
2023
Q1
Hold
0
383
2022
Q4
Hold
0
455
2022
Q2
Hold
0
613
2022
Q1
Hold
0
694
2021
Q4
Hold
0
759
2021
Q3
Hold
0
756