Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,337
Closed -$101K 2170
2023
Q3
$101K Hold
4,337
0.08% 404
2023
Q2
$97K Hold
4,337
0.07% 458
2023
Q1
$98K Buy
4,337
+1,734
+67% +$39.2K 0.09% 381
2022
Q4
$50K Buy
+2,603
New +$50K 0.04% 721