Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,000
Closed -$1.07M 359
2023
Q1
$1.07M Buy
+5,000
New +$1.07M 0.21% 59
2022
Q4
Sell
-2,500
Closed -$459K 254
2022
Q3
$459K Buy
+2,500
New +$459K 0.1% 110
2021
Q3
Sell
-1,049
Closed -$217K 423
2021
Q2
$217K Buy
+1,049
New +$217K 0.02% 278