Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,951
Closed -$709K 1032
2023
Q1
$709K Buy
+20,951
New +$709K 0.01% 641
2019
Q4
Sell
-11,639
Closed -$877K 562
2019
Q3
$877K Hold
11,639
0.04% 187
2019
Q2
$941K Buy
+11,639
New +$941K 0.03% 243