Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,000
Closed -$370K 103
2022
Q4
$370K Buy
+3,000
New +$370K 0.15% 72
2022
Q1
Hold
0
114
2021
Q4
Hold
0
113
2021
Q2
Hold
0
183
2021
Q1
Sell
-30
Closed -$7K 247
2020
Q4
$7K Buy
+30
New +$7K ﹤0.01% 138
2020
Q3
Hold
0
121
2020
Q2
Hold
0
106
2019
Q4
Hold
0
77
2019
Q3
Hold
0
72
2019
Q2
Hold
0
88