Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,580
Closed -$2.47M 312
2023
Q1
$2.47M Buy
+10,580
New +$2.47M 0.03% 204
2021
Q1
Sell
-18,004
Closed -$6.46M 348
2020
Q4
$6.46M Sell
18,004
-45,668
-72% -$16.4M 0.06% 166
2020
Q3
$14.7M Buy
63,672
+45,561
+252% +$10.5M 0.16% 104
2020
Q2
$4.1M Buy
+18,111
New +$4.1M 0.05% 169