Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,000
Closed -$478K 10
2022
Q4
$478K Buy
+25,000
New +$478K 0.57% 7
2021
Q1
Sell
-25,000
Closed -$1.03M 20
2020
Q4
$1.03M Buy
+25,000
New +$1.03M 4.01% 6