Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,375
Closed -$203K 246
2023
Q3
$203K Sell
5,375
-125
-2% -$4.72K 0.01% 225
2023
Q2
$224K Hold
5,500
0.01% 226
2023
Q1
$230K Hold
5,500
0.02% 225
2022
Q4
$238K Hold
5,500
0.02% 213
2022
Q3
$206K Hold
5,500
0.02% 223
2022
Q2
$249K Buy
+5,500
New +$249K 0.02% 210