Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,000
Closed -$791K 30
2023
Q1
$791K Hold
7,000
1.04% 12
2022
Q4
$707K Hold
7,000
0.94% 14
2022
Q3
$655K Hold
7,000
0.52% 18
2022
Q2
$623K Hold
7,000
0.41% 21
2022
Q1
$710K Buy
7,000
+2,000
+40% +$203K 0.44% 22
2021
Q4
$519K Buy
+5,000
New +$519K 0.37% 23