Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,578
Closed -$120K 78
2023
Q1
$120K Hold
10,578
0.03% 62
2022
Q4
$126K Hold
10,578
0.04% 60
2022
Q3
$114K Hold
10,578
0.04% 54
2022
Q2
$131K Hold
10,578
0.04% 52
2022
Q1
$120K Hold
10,578
0.04% 56
2021
Q4
$127K Hold
10,578
0.04% 52
2021
Q3
$123K Hold
10,578
0.04% 52
2021
Q2
$121K Hold
10,578
0.04% 53
2021
Q1
$124K Hold
10,578
0.05% 51
2020
Q4
$125K Hold
10,578
0.05% 49
2020
Q3
$117K Sell
10,578
-1,172
-10% -$13K 0.06% 47
2020
Q2
$120K Hold
11,750
0.06% 48
2020
Q1
$95.4K Sell
11,750
-160
-1% -$1.3K 0.06% 55
2019
Q4
$129K Buy
+11,910
New +$129K 0.07% 66