Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,220
Closed -$207K 976
2023
Q3
$207K Sell
1,220
-85
-7% -$14.5K ﹤0.01% 829
2023
Q2
$269K Sell
1,305
-1,099
-46% -$227K 0.01% 715
2023
Q1
$550K Buy
2,404
+45
+2% +$10.3K 0.01% 540
2022
Q4
$454K Sell
2,359
-922
-28% -$177K 0.01% 542
2022
Q3
$618K Buy
+3,281
New +$618K 0.02% 485