Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-138,380
Closed -$1.57M 188
2023
Q1
$1.57M Buy
+138,380
New +$1.57M 0.32% 87
2021
Q4
Sell
-22,853
Closed -$251K 178
2021
Q3
$251K Sell
22,853
-535
-2% -$5.88K 0.04% 168
2021
Q2
$268K Buy
+23,388
New +$268K 0.04% 171