Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-23,517
Closed -$200K 1504
2023
Q1
$200K Buy
+23,517
New +$200K 0.01% 1318
2021
Q2
Sell
-12,674
Closed -$302K 1162
2021
Q1
$302K Buy
+12,674
New +$302K 0.03% 745
2020
Q4
Sell
-19,218
Closed -$497K 1103
2020
Q3
$497K Buy
+19,218
New +$497K 0.03% 686