Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,174
Closed -$225K 464
2023
Q1
$225K Buy
+1,174
New +$225K 0.13% 253
2022
Q1
Sell
-830
Closed -$202K 638
2021
Q4
$202K Buy
+830
New +$202K 0.02% 520
2017
Q3
Sell
-18,187
Closed -$1.48M 329
2017
Q2
$1.48M Buy
+18,187
New +$1.48M 0.46% 62