Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-17,391
Closed -$633K 795
2023
Q2
$633K Buy
+17,391
New +$633K 0.1% 259
2023
Q1
Sell
-11,437
Closed -$313K 744
2022
Q4
$313K Buy
+11,437
New +$313K 0.06% 437
2020
Q3
Sell
-21,770
Closed -$504K 639
2020
Q2
$504K Buy
+21,770
New +$504K 0.11% 281
2020
Q1
Sell
-7,267
Closed -$253K 522
2019
Q4
$253K Buy
+7,267
New +$253K 0.07% 468