Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,935
Closed -$302K 48
2023
Q1
$302K Hold
4,935
0.24% 48
2022
Q4
$311K Hold
4,935
0.26% 46
2022
Q3
$293K Sell
4,935
-190
-4% -$11.3K 0.27% 45
2022
Q2
$334K Hold
5,125
0.3% 41
2022
Q1
$350K Sell
5,125
-10
-0.2% -$683 0.26% 43
2021
Q4
$352K Buy
+5,135
New +$352K 0.25% 40