Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-250
Closed -$598 1357
2023
Q3
$598 Sell
250
-92
-27% -$220 ﹤0.01% 1235
2023
Q2
$534 Buy
342
+92
+37% +$144 ﹤0.01% 1292
2023
Q1
$632 Hold
250
﹤0.01% 1075
2022
Q4
$688 Hold
250
﹤0.01% 1071
2022
Q3
$1K Hold
250
﹤0.01% 1078
2022
Q2
$1K Hold
250
﹤0.01% 1056
2022
Q1
$2K Buy
+250
New +$2K ﹤0.01% 951