Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,630
Closed -$189K 181
2022
Q4
$189K Buy
+2,630
New +$189K 0.11% 53
2020
Q3
$123K Hold
3,370
0.17% 136
2020
Q2
$121K Hold
3,370
0.13% 137
2020
Q1
$115K Sell
3,370
-1,000
-23% -$34.1K 0.18% 135
2019
Q4
$231K Buy
+4,370
New +$231K 0.22% 138