Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.29M Sell
13,000
-1,000
-7% -$99.5K 0.9% 12
2023
Q1
$1.38M Hold
14,000
1.02% 12
2022
Q4
$1.19M Hold
14,000
1.02% 12
2022
Q3
$1.04M Hold
14,000
1.18% 8
2022
Q2
$1.15M Hold
14,000
0.97% 9
2022
Q1
$1.14M Hold
14,000
0.88% 9
2021
Q4
$1.21M Hold
14,000
0.79% 8
2021
Q3
$1.3M Hold
14,000
0.83% 8
2021
Q2
$1.29M Hold
14,000
0.78% 9
2021
Q1
$1.26M Buy
+14,000
New +$1.26M 0.79% 9