Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,900
Closed -$1.01M 78
2023
Q3
$1.01M Buy
19,900
+2,300
+13% +$117K 0.5% 48
2023
Q2
$1.03M Buy
+17,600
New +$1.03M 0.48% 58
2020
Q2
Sell
-15,100
Closed -$831K 78
2020
Q1
$831K Buy
+15,100
New +$831K 0.57% 29