Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-700
Closed -$41K 94
2023
Q1
$41K Hold
700
0.02% 91
2022
Q4
$44K Hold
700
0.02% 90
2022
Q3
$32K Hold
700
0.01% 89
2022
Q2
$36K Hold
700
0.01% 95
2022
Q1
$52K Hold
700
0.02% 105
2021
Q4
$58K Hold
700
0.02% 95
2021
Q3
$62K Hold
700
0.02% 81
2021
Q2
$85K Sell
700
-200
-22% -$24.3K 0.03% 102
2021
Q1
$94K Hold
900
0.04% 112
2020
Q4
$87K Hold
900
0.03% 93
2020
Q3
$70K Hold
900
0.03% 93
2020
Q2
$59K Buy
+900
New +$59K 0.04% 66