Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,400
Closed -$393K 976
2022
Q4
$393K Hold
2,400
0.02% 656
2022
Q3
$356K Hold
2,400
0.02% 659
2022
Q2
$353K Hold
2,400
0.02% 627
2022
Q1
$632K Hold
2,400
0.04% 507
2021
Q4
$498K Hold
2,400
0.03% 583
2021
Q3
$280K Sell
2,400
-250
-9% -$29.2K 0.02% 733
2021
Q2
$206K Buy
+2,650
New +$206K 0.01% 781