Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,137
Closed -$281K 23
2023
Q2
$281K Hold
2,137
﹤0.01% 724
2023
Q1
$289K Hold
2,137
﹤0.01% 700
2022
Q4
$296K Buy
+2,137
New +$296K 0.01% 665
2022
Q2
Sell
-1,693
Closed -$247K 908
2022
Q1
$247K Buy
+1,693
New +$247K ﹤0.01% 780
2021
Q3
Sell
-1,561
Closed -$204K 877
2021
Q2
$204K Buy
1,561
+14
+0.9% +$1.83K ﹤0.01% 831
2021
Q1
$222K Buy
+1,547
New +$222K ﹤0.01% 755