Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,393
Closed -$290K 274
2023
Q3
$290K Hold
1,393
0.04% 242
2023
Q2
$300K Hold
1,393
0.04% 247
2023
Q1
$322K Sell
1,393
-75
-5% -$17.3K 0.04% 237
2022
Q4
$335K Buy
+1,468
New +$335K 0.04% 237