Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,240
Closed -$248K 1137
2023
Q3
$248K Sell
2,240
-230
-9% -$25.4K ﹤0.01% 993
2023
Q2
$326K Buy
2,470
+755
+44% +$99.6K ﹤0.01% 960
2023
Q1
$284K Sell
1,715
-540
-24% -$89.4K ﹤0.01% 989
2022
Q4
$336K Buy
+2,255
New +$336K ﹤0.01% 1004