Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,552
Closed -$46.9K 186
2023
Q3
$46.9K Buy
12,552
+77
+0.6% +$288 0.01% 160
2023
Q2
$51.9K Hold
12,475
0.01% 313
2023
Q1
$61.3K Hold
12,475
0.02% 131
2022
Q4
$57.9K Buy
+12,475
New +$57.9K 0.02% 214