Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1401
2022
Q4
Sell
-994
Closed -$20K 1705
2022
Q3
$20K Sell
994
-120
-11% -$2.41K ﹤0.01% 1185
2022
Q2
$30K Buy
+1,114
New +$30K ﹤0.01% 1042
2022
Q1
Hold
0
1931
2021
Q4
Hold
0
2024
2021
Q3
Sell
-440
Closed -$37K 2070
2021
Q2
$37K Buy
+440
New +$37K ﹤0.01% 1338
2019
Q1
Sell
-30
Closed 1462
2018
Q4
$0 Buy
+30
New ﹤0.01% 1589
2018
Q3
Hold
0
1581