Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,886
Closed -$58K 544
2022
Q4
$58K Buy
+1,886
New +$58K 0.08% 171
2022
Q1
Hold
0
685
2021
Q4
Hold
0
509
2021
Q2
Hold
0
711
2021
Q1
Hold
0
744
2020
Q3
Hold
0
457
2020
Q2
Hold
0
381
2019
Q4
Hold
0
758
2019
Q3
Hold
0
806
2018
Q4
Sell
-10,750
Closed -$257K 620
2018
Q3
$257K Buy
+10,750
New +$257K 0.06% 169
2018
Q2
Hold
0
894