Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,100
Closed -$267K 17
2023
Q1
$267K Buy
+3,100
New +$267K 0.14% 28
2021
Q3
Sell
-6,100
Closed -$1.49M 49
2021
Q2
$1.49M Buy
+6,100
New +$1.49M 0.26% 28