Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,579
Closed -$27.3K 135
2023
Q3
$27.3K Sell
10,579
-1,436
-12% -$3.71K ﹤0.01% 120
2023
Q2
$38.2K Buy
12,015
+150
+1% +$477 ﹤0.01% 122
2023
Q1
$33.5K Buy
+11,865
New +$33.5K ﹤0.01% 121