Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,330
Closed -$226K 70
2023
Q1
$226K Buy
+1,330
New +$226K 0.11% 61
2022
Q2
Sell
-1,369
Closed -$291K 62
2022
Q1
$291K Buy
1,369
+10
+0.7% +$2.13K 0.11% 53
2021
Q4
$315K Buy
1,359
+29
+2% +$6.72K 0.11% 51
2021
Q3
$300K Hold
1,330
0.12% 52
2021
Q2
$342K Hold
1,330
0.12% 50
2021
Q1
$276K Hold
1,330
0.11% 55
2020
Q4
$235K Hold
1,330
0.1% 52
2020
Q3
$215K Buy
+1,330
New +$215K 0.1% 56