Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,360
Closed -$439K 894
2023
Q1
$439K Hold
4,360
0.01% 627
2022
Q4
$383K Hold
4,360
0.01% 636
2022
Q3
$307K Hold
4,360
0.01% 668
2022
Q2
$346K Sell
4,360
-554
-11% -$44K 0.01% 677
2022
Q1
$431K Hold
4,914
0.01% 662
2021
Q4
$398K Hold
4,914
0.01% 696
2021
Q3
$375K Hold
4,914
0.02% 624
2021
Q2
$413K Hold
4,914
0.02% 599
2021
Q1
$409K Hold
4,914
0.02% 612
2020
Q4
$390K Hold
4,914
0.02% 574
2020
Q3
$312K Buy
+4,914
New +$312K 0.02% 585
2013
Q3
Sell
-94
Closed -$5K 383
2013
Q2
$5K Buy
+94
New +$5K ﹤0.01% 668