Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-42,364
Closed -$120K 283
2023
Q3
$120K Hold
42,364
0.05% 137
2023
Q2
$182K Hold
42,364
0.07% 127
2023
Q1
$219K Hold
42,364
0.12% 107
2022
Q4
$229K Hold
42,364
0.12% 144
2022
Q3
$223K Buy
+42,364
New +$223K 0.17% 107