Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-77
Closed -$175 1913
2023
Q3
$175 Sell
77
-133
-63% -$302 ﹤0.01% 1904
2023
Q2
$916 Buy
210
+103
+96% +$449 ﹤0.01% 1619
2023
Q1
$477 Hold
107
﹤0.01% 1849
2022
Q4
$901 Hold
107
﹤0.01% 1625
2022
Q3
$1K Hold
107
﹤0.01% 1298
2022
Q2
$0 Buy
+107
New ﹤0.01% 1719
2021
Q4
$1K Buy
107
+43
+67% +$402 ﹤0.01% 1318
2021
Q3
$7K Buy
+64
New +$7K ﹤0.01% 551