Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-27,192
Closed -$420K 744
2023
Q3
$420K Sell
27,192
-1,700
-6% -$26.2K 0.01% 450
2023
Q2
$548K Hold
28,892
0.02% 381
2023
Q1
$440K Hold
28,892
0.02% 417
2022
Q4
$368K Hold
28,892
0.01% 466
2022
Q3
$167K Sell
28,892
-800
-3% -$4.62K 0.01% 617
2022
Q2
$96K Buy
+29,692
New +$96K ﹤0.01% 653