Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$508K Hold
4,000
0.91% 20
2023
Q2
$521K Hold
4,000
0.95% 19
2023
Q1
$413K Hold
4,000
0.58% 25
2022
Q4
$336K Sell
4,000
-3,000
-43% -$252K 0.49% 24
2022
Q3
$791K Hold
7,000
1.12% 16
2022
Q2
$743K Hold
7,000
0.3% 22
2022
Q1
$1.14M Buy
7,000
+300
+4% +$48.9K 0.25% 17
2021
Q4
$1.12M Buy
+6,700
New +$1.12M 0.17% 18