Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-229
Closed -$9K 650
2023
Q3
$9K Sell
229
-1,010
-82% -$39.7K ﹤0.01% 534
2023
Q2
$44K Sell
1,239
-645
-34% -$22.9K 0.01% 436
2023
Q1
$71K Sell
1,884
-317
-14% -$11.9K 0.02% 409
2022
Q4
$77K Buy
2,201
+422
+24% +$14.8K 0.02% 396
2022
Q3
$51K Buy
+1,779
New +$51K 0.01% 414