Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$235K Buy
4,046
+232
+6% +$13.4K ﹤0.01% 519
2023
Q1
$246K Hold
3,814
﹤0.01% 510
2022
Q4
$246K Buy
+3,814
New +$246K ﹤0.01% 506
2022
Q3
Sell
-3,963
Closed -$233K 569
2022
Q2
$233K Buy
+3,963
New +$233K ﹤0.01% 530