Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$220K Hold
2,300
0.11% 84
2023
Q2
$254K Hold
2,300
0.12% 70
2023
Q1
$282K Hold
2,300
0.14% 61
2022
Q4
$269K Buy
+2,300
New +$269K 0.14% 69
2022
Q3
Sell
-2,300
Closed -$235K 94
2022
Q2
$235K Hold
2,300
0.13% 74
2022
Q1
$309K Hold
2,300
0.13% 67
2021
Q4
$384K Hold
2,300
0.17% 66
2021
Q3
$335K Hold
2,300
0.16% 76
2021
Q2
$354K Hold
2,300
0.17% 77
2021
Q1
$305K Hold
2,300
0.16% 77
2020
Q4
$325K Hold
2,300
0.19% 70
2020
Q3
$290K Hold
2,300
0.2% 72
2020
Q2
$226K Buy
+2,300
New +$226K 0.14% 80
2020
Q1
Sell
-2,300
Closed -$233K 96
2019
Q4
$233K Hold
2,300
0.1% 75
2019
Q3
$215K Buy
+2,300
New +$215K 0.1% 85