Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-65,417
Closed -$739K 755
2023
Q2
$739K Buy
+65,417
New +$739K 0.94% 25
2023
Q1
Hold
0
756
2022
Q4
Hold
0
779
2022
Q3
Hold
0
859
2022
Q2
Sell
-3,000
Closed -$20K 917
2022
Q1
$20K Buy
+3,000
New +$20K 0.02% 357
2021
Q4
Hold
0
788
2021
Q3
Hold
0
892
2021
Q2
Hold
0
929
2021
Q1
Hold
0
978