Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,577
Closed -$201K 153
2022
Q4
$201K Buy
+4,577
New +$201K 0.06% 157
2022
Q2
Sell
-3,851
Closed -$214K 152
2022
Q1
$214K Hold
3,851
0.06% 159
2021
Q4
$200K Buy
+3,851
New +$200K 0.06% 169
2020
Q2
Sell
-5,876
Closed -$237K 120
2020
Q1
$237K Hold
5,876
0.11% 95
2019
Q4
$272K Hold
5,876
0.11% 92
2019
Q3
$284K Buy
+5,876
New +$284K 0.12% 93