Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-337
Closed -$25K 321
2023
Q3
$25K Sell
337
-26
-7% -$1.93K ﹤0.01% 285
2023
Q2
$43.9K Sell
363
-67
-16% -$8.1K ﹤0.01% 417
2023
Q1
$88.3K Sell
430
-9
-2% -$1.85K 0.01% 430
2022
Q4
$82.5K Sell
439
-10
-2% -$1.88K 0.01% 430
2022
Q3
$84K Sell
449
-8
-2% -$1.5K 0.01% 411
2022
Q2
$144K Sell
457
-18
-4% -$5.67K 0.01% 428
2022
Q1
$189K Buy
475
+96
+25% +$38.2K 0.01% 485
2021
Q4
$228K Buy
+379
New +$228K 0.02% 315