Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5
Closed -$1.49K 414
2023
Q3
$1.49K Sell
5
-2,013
-100% -$599K ﹤0.01% 1180
2023
Q2
$666K Buy
2,018
+95
+5% +$31.4K 0.03% 232
2023
Q1
$640K Buy
1,923
+1,909
+13,636% +$635K 0.03% 231
2022
Q4
$3.38K Buy
+14
New +$3.38K ﹤0.01% 860