Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-955
Closed -$238K 104
2023
Q2
$238K Hold
955
0.1% 100
2023
Q1
$243K Hold
955
0.11% 94
2022
Q4
$221K Hold
955
0.1% 98
2022
Q3
$211K Hold
955
0.11% 98
2022
Q2
$205K Hold
955
0.1% 103
2022
Q1
$207K Buy
+955
New +$207K 0.09% 108