Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-360
Closed -$12K 345
2023
Q3
$12K Buy
360
+43
+14% +$1.43K ﹤0.01% 258
2023
Q2
$11K Buy
+317
New +$11K ﹤0.01% 294
2020
Q3
Sell
-2,520
Closed -$59K 463
2020
Q2
$59K Buy
+2,520
New +$59K ﹤0.01% 322