Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,486
Closed -$748K 704
2023
Q3
$748K Hold
9,486
﹤0.01% 634
2023
Q2
$877K Hold
9,486
﹤0.01% 632
2023
Q1
$880K Hold
9,486
﹤0.01% 637
2022
Q4
$722K Hold
9,486
﹤0.01% 646
2022
Q3
$616K Hold
9,486
﹤0.01% 676
2022
Q2
$613K Hold
9,486
﹤0.01% 680
2022
Q1
$825K Hold
9,486
﹤0.01% 687
2021
Q4
$1.03M Hold
9,486
﹤0.01% 688
2021
Q3
$859K Hold
9,486
﹤0.01% 694
2021
Q2
$757K Hold
9,486
﹤0.01% 703
2021
Q1
$757K Buy
+9,486
New +$757K ﹤0.01% 696