Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-250
Closed -$82K 206
2022
Q4
$82K Buy
+250
New +$82K 0.05% 114
2020
Q3
$79K Hold
330
0.11% 146
2020
Q2
$70K Hold
330
0.08% 155
2020
Q1
$57K Hold
330
0.09% 166
2019
Q4
$70K Buy
+330
New +$70K 0.07% 182