Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-88,365
Closed -$481K 1753
2023
Q2
$481K Buy
+88,365
New +$481K 0.01% 1074
2021
Q1
Sell
-10,500
Closed -$150K 1233
2020
Q4
$150K Hold
10,500
﹤0.01% 996
2020
Q3
$106K Hold
10,500
﹤0.01% 919
2020
Q2
$155K Hold
10,500
0.01% 857
2020
Q1
$140K Hold
10,500
0.01% 744
2019
Q4
$148K Sell
10,500
-500
-5% -$7.05K 0.01% 872
2019
Q3
$180K Buy
+11,000
New +$180K 0.01% 840