Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,645
Closed -$202K 328
2023
Q1
$202K Buy
+1,645
New +$202K 0.02% 304
2022
Q2
Sell
-1,645
Closed -$221K 302
2022
Q1
$221K Hold
1,645
0.02% 268
2021
Q4
$274K Hold
1,645
0.02% 247
2021
Q3
$239K Hold
1,645
0.02% 246
2021
Q2
$254K Hold
1,645
0.02% 237
2021
Q1
$219K Hold
1,645
0.02% 241
2020
Q4
$233K Buy
+1,645
New +$233K 0.02% 230