Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$112K Hold
9,000
0.1% 121
2023
Q2
$136K Sell
9,000
-400
-4% -$6.05K 0.12% 116
2023
Q1
$118K Hold
9,400
0.11% 118
2022
Q4
$109K Buy
9,400
+5,000
+114% +$58.2K 0.1% 121
2022
Q3
$49K Buy
4,400
+400
+10% +$4.46K 0.05% 141
2022
Q2
$68K Hold
4,000
0.05% 132
2022
Q1
$68K Hold
4,000
0.05% 132
2021
Q4
$83K Buy
+4,000
New +$83K 0.06% 127