Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-400
Closed -$91.3K 203
2022
Q4
$91.3K Buy
+400
New +$91.3K 0.05% 144
2021
Q3
Sell
-2,675
Closed -$589K 126
2021
Q2
$589K Hold
2,675
0.31% 82
2021
Q1
$560K Buy
2,675
+700
+35% +$147K 0.33% 81
2020
Q4
$393K Buy
1,975
+150
+8% +$29.8K 0.25% 93
2020
Q3
$333K Buy
+1,825
New +$333K 0.25% 89