Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-27,000
Closed -$96K 95
2022
Q4
$96K Hold
27,000
0.05% 72
2022
Q3
$87K Hold
27,000
0.04% 67
2022
Q2
$92K Buy
+27,000
New +$92K 0.03% 73
2021
Q1
Sell
-58,000
Closed -$325K 124
2020
Q4
$325K Buy
58,000
+18,000
+45% +$101K 0.13% 37
2020
Q3
$261K Buy
+40,000
New +$261K 0.11% 41