Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,022
Closed -$238K 877
2023
Q2
$238K Hold
6,022
﹤0.01% 859
2023
Q1
$225K Hold
6,022
﹤0.01% 852
2022
Q4
$223K Buy
+6,022
New +$223K ﹤0.01% 858
2022
Q1
Sell
-4,987
Closed -$294K 823
2021
Q4
$294K Buy
+4,987
New +$294K ﹤0.01% 470