Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-657
Closed -$217K 53
2022
Q4
$217K Buy
+657
New +$217K 0.11% 36
2022
Q2
Sell
-657
Closed -$202K 62
2022
Q1
$202K Hold
657
0.09% 52
2021
Q4
$221K Hold
657
0.09% 50
2021
Q3
$203K Buy
+657
New +$203K 0.09% 50