Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,791
Closed -$220K 366
2023
Q1
$220K Hold
1,791
0.02% 266
2022
Q4
$210K Buy
+1,791
New +$210K 0.02% 277
2022
Q2
Sell
-1,523
Closed -$205K 293
2022
Q1
$205K Hold
1,523
0.02% 296
2021
Q4
$254K Hold
1,523
0.02% 269
2021
Q3
$221K Hold
1,523
0.02% 293
2021
Q2
$235K Sell
1,523
-59
-4% -$9.1K 0.02% 284
2021
Q1
$210K Buy
1,582
+90
+6% +$11.9K 0.02% 300
2020
Q4
$211K Buy
+1,492
New +$211K 0.02% 285