Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,883
Closed -$33.2K 57
2023
Q3
$33.2K Buy
2,883
+103
+4% +$1.19K 0.02% 50
2023
Q2
$48K Buy
2,780
+629
+29% +$10.9K 0.02% 45
2023
Q1
$19.7K Buy
+2,151
New +$19.7K 0.01% 38