Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-226,579
Closed -$2.41M 543
2023
Q2
$2.41M Sell
226,579
-5,107
-2% -$54.4K 0.05% 240
2023
Q1
$2.43M Buy
+231,686
New +$2.43M 0.06% 254
2022
Q4
Sell
-233,953
Closed -$2.35M 249
2022
Q3
$2.35M Sell
233,953
-23,421
-9% -$236K 0.03% 550
2022
Q2
$2.57M Buy
+257,374
New +$2.57M 0.03% 542