Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-82,781
Closed -$637K 1029
2023
Q1
$637K Buy
+82,781
New +$637K ﹤0.01% 417
2020
Q3
Sell
-32,467
Closed -$163K 1244
2020
Q2
$163K Buy
32,467
+14,008
+76% +$70.3K ﹤0.01% 863
2020
Q1
$86K Buy
+18,459
New +$86K ﹤0.01% 925
2019
Q4
Sell
-37,046
Closed -$257K 1000
2019
Q3
$257K Buy
+37,046
New +$257K ﹤0.01% 702