Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,020
Closed -$218K 179
2023
Q1
$218K Buy
+1,020
New +$218K 0.06% 168
2022
Q3
Sell
-1,020
Closed -$221K 177
2022
Q2
$221K Hold
1,020
0.06% 162
2022
Q1
$248K Hold
1,020
0.06% 161
2021
Q4
$279K Buy
+1,020
New +$279K 0.07% 150