Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,100
Closed -$1.16M 87
2023
Q2
$1.16M Buy
+13,100
New +$1.16M 0.54% 21
2020
Q2
Sell
-8,700
Closed -$797K 88
2020
Q1
$797K Buy
+8,700
New +$797K 0.55% 40