Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$265K Hold
815
0.07% 202
2022
Q4
$250K Hold
815
0.07% 178
2022
Q3
$229K Sell
815
-100
-11% -$28.1K 0.06% 183
2022
Q2
$251K Sell
915
-190
-17% -$52.1K 0.07% 193
2022
Q1
$369K Buy
1,105
+150
+16% +$50.1K 0.09% 180
2021
Q4
$275K Buy
+955
New +$275K 0.06% 212