Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,030
Closed -$213K 745
2023
Q2
$213K Sell
1,030
-70
-6% -$14.5K ﹤0.01% 713
2023
Q1
$252K Hold
1,100
﹤0.01% 660
2022
Q4
$212K Buy
+1,100
New +$212K ﹤0.01% 693
2021
Q1
Sell
-4,200
Closed -$1.19M 693
2020
Q4
$1.19M Buy
+4,200
New +$1.19M 0.02% 366