Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-47,897
Closed -$2.24M 207
2023
Q2
$2.24M Sell
47,897
-1,749
-4% -$81.9K 0.29% 121
2023
Q1
$2.23M Buy
+49,646
New +$2.23M 0.29% 124
2017
Q1
Sell
-97,128
Closed -$4.39M 229
2016
Q4
$4.39M Buy
+97,128
New +$4.39M 0.49% 84