Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-17,000
Closed -$116K 438
2023
Q3
$116K Hold
17,000
0.01% 402
2023
Q2
$145K Sell
17,000
-142
-0.8% -$1.21K 0.02% 397
2023
Q1
$132K Buy
17,142
+142
+0.8% +$1.09K 0.02% 380
2022
Q4
$121K Buy
+17,000
New +$121K 0.02% 349