Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.6M Hold
10,750
1.47% 20
2023
Q2
$1.45M Hold
10,750
1.26% 25
2023
Q1
$1.71M Sell
10,750
-150
-1% -$23.9K 1.53% 20
2022
Q4
$1.76M Hold
10,900
1.56% 21
2022
Q3
$1.46M Buy
10,900
+190
+2% +$25.5K 1.39% 25
2022
Q2
$1.74M Hold
10,710
1.37% 25
2022
Q1
$1.74M Buy
10,710
+1,700
+19% +$276K 1.37% 25
2021
Q4
$1.22M Buy
+9,010
New +$1.22M 0.89% 34