Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
634
2022
Q4
Hold
0
584
2022
Q3
Hold
0
710
2022
Q2
Hold
0
761
2022
Q1
Hold
0
775
2021
Q3
Sell
-93
Closed -$27K 772
2021
Q2
$27K Buy
93
+13
+16% +$3.77K 0.01% 492
2021
Q1
$23K Buy
+80
New +$23K 0.01% 501