Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-23,620
Closed -$229K 333
2023
Q2
$229K Hold
23,620
0.02% 319
2023
Q1
$248K Hold
23,620
0.02% 308
2022
Q4
$230K Buy
23,620
+7,813
+49% +$76.2K 0.02% 312
2022
Q3
$249K Buy
+15,807
New +$249K 0.02% 295
2021
Q3
Hold
0
366
2021
Q2
Hold
0
356