Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-484
Closed -$222K 413
2023
Q3
$222K Sell
484
-420
-46% -$193K ﹤0.01% 316
2023
Q2
$438K Hold
904
﹤0.01% 287
2023
Q1
$361K Hold
904
﹤0.01% 297
2022
Q4
$341K Buy
+904
New +$341K ﹤0.01% 306