Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$870K Sell
6,800
-20
-0.3% -$2.56K 0.01% 292
2023
Q3
$865K Sell
6,820
-1,030
-13% -$131K 0.02% 279
2023
Q2
$847K Buy
+7,850
New +$847K 0.01% 291
2021
Q3
Sell
-25
Closed -$1K 996
2021
Q2
$1K Hold
25
﹤0.01% 930
2021
Q1
$1K Hold
25
﹤0.01% 954
2020
Q4
$1K Buy
+25
New +$1K ﹤0.01% 1019