Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,429
Closed -$2.35M 43
2023
Q1
$2.35M Sell
10,429
-833
-7% -$188K 0.93% 22
2022
Q4
$2.34M Buy
+11,262
New +$2.34M 0.91% 22
2022
Q1
Sell
-13,924
Closed -$3.02M 45
2021
Q4
$3.02M Buy
+13,924
New +$3.02M 0.83% 17