Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
72
2022
Q4
Hold
0
72
2022
Q3
Hold
0
73
2022
Q2
Sell
-9,000
Closed -$938K 72
2022
Q1
$938K Buy
+9,000
New +$938K 0.41% 40
2021
Q3
Sell
-2,500
Closed -$300K 86
2021
Q2
$300K Buy
+2,500
New +$300K 0.11% 70