Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,800
Closed -$373K 31
2023
Q1
$373K Hold
1,800
0.23% 24
2022
Q4
$222K Hold
1,800
0.14% 22
2022
Q3
$477K Sell
1,800
-570
-24% -$151K 0.35% 19
2022
Q2
$532K Hold
2,370
0.32% 19
2022
Q1
$851K Hold
2,370
0.34% 26
2021
Q4
$835K Buy
+2,370
New +$835K 0.21% 24