Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,265
Closed -$291K 786
2023
Q3
$291K Hold
4,265
0.01% 545
2023
Q2
$328K Buy
4,265
+1,100
+35% +$84.5K 0.01% 489
2023
Q1
$251K Hold
3,165
0.01% 567
2022
Q4
$240K Buy
+3,165
New +$240K 0.01% 592