Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,468
Closed -$262K 649
2023
Q3
$262K Sell
2,468
-1,970
-44% -$209K 0.01% 551
2023
Q2
$487K Sell
4,438
-286
-6% -$31.4K 0.02% 437
2023
Q1
$477K Sell
4,724
-795
-14% -$80.3K 0.02% 439
2022
Q4
$551K Buy
5,519
+74
+1% +$7.39K 0.02% 414
2022
Q3
$443K Buy
+5,445
New +$443K 0.02% 437