Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$22K Sell
1,400
-400
-22% -$6.29K ﹤0.01% 869
2023
Q3
$24K Sell
1,800
-1,900
-51% -$25.3K ﹤0.01% 784
2023
Q2
$50K Buy
+3,700
New +$50K ﹤0.01% 669