Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
694
2023
Q2
Sell
-8,500
Closed -$436K 712
2023
Q1
$436K Buy
+8,500
New +$436K 0.03% 294
2020
Q4
Hold
0
685
2020
Q3
Hold
0
610
2020
Q2
Hold
0
504