Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,806
Closed -$30.5K 943
2023
Q3
$30.5K Hold
5,806
﹤0.01% 813
2023
Q2
$38.3K Hold
5,806
﹤0.01% 815
2023
Q1
$43.8K Hold
5,806
﹤0.01% 801
2022
Q4
$39K Buy
+5,806
New +$39K ﹤0.01% 787
2017
Q3
Sell
-6,932
Closed -$820K 310
2017
Q2
$820K Buy
+6,932
New +$820K 0.07% 123