Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$471K Hold
2,705
0.43% 64
2023
Q2
$466K Hold
2,705
0.41% 67
2023
Q1
$450K Hold
2,705
0.4% 66
2022
Q4
$396K Hold
2,705
0.35% 67
2022
Q3
$401K Sell
2,705
-20
-0.7% -$2.97K 0.38% 67
2022
Q2
$514K Hold
2,725
0.41% 64
2022
Q1
$514K Hold
2,725
0.41% 64
2021
Q4
$665K Buy
+2,725
New +$665K 0.49% 53