Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,250
Closed -$5.75K 299
2023
Q3
$5.75K Hold
1,250
0.01% 259
2023
Q2
$11.1K Hold
1,250
0.01% 243
2023
Q1
$9.1K Hold
1,250
0.01% 256
2022
Q4
$8.1K Hold
1,250
0.01% 243
2022
Q3
$8K Hold
1,250
0.01% 269
2022
Q2
$10K Hold
1,250
0.01% 268
2022
Q1
$19K Hold
1,250
0.02% 240
2021
Q4
$18K Hold
1,250
0.02% 260
2021
Q3
$19K Hold
1,250
0.02% 261
2021
Q2
$21K Buy
+1,250
New +$21K 0.02% 245