Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,000
Closed -$341K 31
2023
Q1
$341K Sell
9,000
-116
-1% -$4.4K 0.33% 33
2022
Q4
$318K Hold
9,116
0.35% 32
2022
Q3
$260K Hold
9,116
0.32% 37
2022
Q2
$258K Hold
9,116
0.32% 45
2022
Q1
$268K Hold
9,116
0.21% 61
2021
Q4
$243K Hold
9,116
0.19% 66
2021
Q3
$249K Hold
9,116
0.21% 63
2021
Q2
$241K Hold
9,116
0.19% 71
2021
Q1
$222K Buy
+9,116
New +$222K 0.2% 72