Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,135
Closed -$109K 588
2023
Q3
$109K Sell
13,135
-113
-0.9% -$941 0.02% 529
2023
Q2
$111K Sell
13,248
-1,174
-8% -$9.84K 0.01% 554
2023
Q1
$117K Buy
+14,422
New +$117K 0.02% 549
2022
Q4
Sell
-24,346
Closed -$148K 563
2022
Q3
$148K Buy
+24,346
New +$148K 0.02% 531