Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,000
Closed -$156K 313
2022
Q4
$156K Hold
5,000
0.16% 97
2022
Q3
$210K Hold
5,000
0.2% 92
2022
Q2
$204K Hold
5,000
0.21% 81
2022
Q1
$182K Hold
5,000
0.17% 109
2021
Q4
$167K Hold
5,000
0.15% 109
2021
Q3
$180K Hold
5,000
0.16% 108
2021
Q2
$161K Buy
+5,000
New +$161K 0.14% 111