Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,240
Closed -$168K 191
2022
Q4
$168K Buy
+1,240
New +$168K 0.09% 60
2020
Q3
$449K Hold
4,143
0.64% 39
2020
Q2
$400K Hold
4,143
0.43% 40
2020
Q1
$348K Sell
4,143
-282
-6% -$23.7K 0.54% 54
2019
Q4
$510K Buy
+4,425
New +$510K 0.48% 55