Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$3.98M Buy
+53,627
New +$3.98M 0.07% 250
2020
Q1
Sell
-17,857
Closed -$1.53M 285
2019
Q4
$1.53M Buy
17,857
+9,346
+110% +$799K 0.06% 163
2019
Q3
$676K Buy
8,511
+2,986
+54% +$237K 0.03% 172
2019
Q2
$396K Buy
+5,525
New +$396K 0.02% 164