Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,200
Closed -$276K 78
2023
Q3
$276K Hold
1,200
0.08% 61
2023
Q2
$285K Buy
+1,200
New +$285K 0.08% 60
2020
Q1
Sell
-1,114
Closed -$209K 70
2019
Q4
$209K Buy
+1,114
New +$209K 0.11% 64