Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-38,795
Closed -$3.61M 27
2023
Q1
$3.61M Buy
+38,795
New +$3.61M 4.29% 10
2021
Q1
Sell
-100,300
Closed -$10.9M 21
2020
Q4
$10.9M Buy
+100,300
New +$10.9M 4.64% 14