Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,300
Closed -$315K 1133
2023
Q3
$315K Hold
1,300
﹤0.01% 962
2023
Q2
$312K Hold
1,300
﹤0.01% 969
2023
Q1
$244K Hold
1,300
﹤0.01% 1014
2022
Q4
$276K Hold
1,300
﹤0.01% 1025
2022
Q3
$204K Buy
+1,300
New +$204K ﹤0.01% 1152
2022
Q1
Sell
-1,100
Closed -$239K 1443
2021
Q4
$239K Hold
1,100
﹤0.01% 1243
2021
Q3
$208K Sell
1,100
-600
-35% -$113K ﹤0.01% 1244
2021
Q2
$300K Hold
1,700
﹤0.01% 1154
2021
Q1
$279K Buy
+1,700
New +$279K ﹤0.01% 1150