Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-206
Closed -$27K 355
2023
Q3
$27K Hold
206
﹤0.01% 236
2023
Q2
$28K Buy
+206
New +$28K ﹤0.01% 239
2022
Q2
Sell
-723
Closed -$80K 391
2022
Q1
$80K Hold
723
﹤0.01% 303
2021
Q4
$101K Hold
723
﹤0.01% 289
2021
Q3
$98K Hold
723
﹤0.01% 286
2021
Q2
$102K Buy
723
+8
+1% +$1.13K ﹤0.01% 285
2021
Q1
$88K Hold
715
﹤0.01% 290
2020
Q4
$93K Hold
715
﹤0.01% 278
2020
Q3
$111K Hold
715
﹤0.01% 237
2020
Q2
$100K Buy
+715
New +$100K ﹤0.01% 251