Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,474
Closed -$156K 126
2023
Q1
$156K Hold
6,474
0.16% 137
2022
Q4
$186K Buy
+6,474
New +$186K 0.2% 128
2022
Q2
$136K Hold
6,474
0.15% 145
2022
Q1
$167K Buy
+6,474
New +$167K 0.15% 137
2021
Q4
Sell
-6,474
Closed -$148K 132
2021
Q3
$148K Buy
+6,474
New +$148K 0.14% 140