Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-100
Closed -$25.9K 65
2023
Q3
$25.9K Sell
100
-100
-50% -$25.9K 0.04% 63
2023
Q2
$64.2K Sell
200
-2,100
-91% -$675K 0.07% 77
2023
Q1
$699K Buy
2,300
+1,900
+475% +$578K 0.54% 28
2022
Q4
$124K Buy
+400
New +$124K 0.08% 94