Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,500
Closed -$63K 316
2023
Q3
$63K Hold
6,500
0.01% 280
2023
Q2
$107K Buy
+6,500
New +$107K 0.02% 283
2023
Q1
Sell
-6,500
Closed -$28K 274
2022
Q4
$28K Sell
6,500
-87
-1% -$375 0.01% 254
2022
Q3
$59K Hold
6,587
0.02% 222
2022
Q2
$44K Buy
+6,587
New +$44K 0.01% 215