Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,100
Closed -$20K 1974
2023
Q2
$20K Buy
+1,100
New +$20K ﹤0.01% 1885
2020
Q3
Sell
-800
Closed -$15K 2217
2020
Q2
$15K Hold
800
﹤0.01% 2071
2020
Q1
$20K Hold
800
﹤0.01% 1904
2019
Q4
$21K Buy
+800
New +$21K ﹤0.01% 1972