Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-23,316
Closed -$745K 225
2023
Q1
$745K Buy
+23,316
New +$745K 0.15% 78
2021
Q1
Sell
-6,000
Closed -$142K 269
2020
Q4
$142K Buy
+6,000
New +$142K 0.02% 158