Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,983
Closed -$436K 202
2023
Q1
$436K Hold
10,983
0.05% 144
2022
Q4
$453K Hold
10,983
0.06% 136
2022
Q3
$388K Buy
10,983
+2,700
+33% +$95.4K 0.07% 141
2022
Q2
$277K Hold
8,283
0.07% 159
2022
Q1
$297K Hold
8,283
0.07% 160
2021
Q4
$379K Hold
8,283
0.09% 139
2021
Q3
$416K Hold
8,283
0.1% 120
2021
Q2
$394K Hold
8,283
0.07% 132
2021
Q1
$442K Hold
8,283
0.08% 114
2020
Q4
$412K Buy
+8,283
New +$412K 0.09% 101