Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,000
Closed -$58.3K 300
2023
Q3
$58.3K Hold
2,000
0.05% 152
2023
Q2
$68.3K Hold
2,000
0.06% 152
2023
Q1
$87.8K Buy
+2,000
New +$87.8K 0.08% 136