Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-500
Closed -$378 3633
2023
Q1
$378 Hold
500
﹤0.01% 3778
2022
Q4
$480 Buy
+500
New +$480 ﹤0.01% 3745
2021
Q3
Sell
-895
Closed -$7K 3201
2021
Q2
$7K Buy
+895
New +$7K ﹤0.01% 2968
2021
Q1
Sell
-2,045
Closed -$12K 3142
2020
Q4
$12K Sell
2,045
-70
-3% -$411 ﹤0.01% 2359
2020
Q3
$14K Buy
+2,115
New +$14K ﹤0.01% 2259