Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,795
Closed -$220K 78
2023
Q1
$220K Hold
1,795
0.07% 75
2022
Q4
$210K Buy
+1,795
New +$210K 0.07% 80
2022
Q1
Sell
-1,395
Closed -$233K 70
2021
Q4
$233K Hold
1,395
0.07% 66
2021
Q3
$203K Hold
1,395
0.06% 69
2021
Q2
$216K Buy
+1,395
New +$216K 0.07% 69