Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,290
Closed -$535K 448
2023
Q1
$535K Buy
+3,290
New +$535K 0.01% 239
2021
Q3
Sell
-8,564
Closed -$1.06M 683
2021
Q2
$1.06M Buy
+8,564
New +$1.06M 0.01% 286