Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,622
Closed -$208K 317
2023
Q2
$208K Buy
+1,622
New +$208K 0.02% 317
2022
Q2
Sell
-1,592
Closed -$273K 232
2022
Q1
$273K Hold
1,592
0.03% 272
2021
Q4
$265K Hold
1,592
0.03% 271
2021
Q3
$267K Hold
1,592
0.04% 261
2021
Q2
$244K Buy
+1,592
New +$244K 0.05% 192