Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
-$379K 118
2023
Q1
Hold
0
79
2022
Q1
Sell
-3,700
Closed -$407K 444
2021
Q4
$407K Buy
+3,700
New +$407K 0.03% 325
2018
Q4
Hold
0
267
2018
Q3
Hold
0
318