Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,544
Closed -$259K 307
2023
Q3
$259K Hold
5,544
0.04% 249
2023
Q2
$243K Sell
5,544
-3,865
-41% -$169K 0.04% 241
2023
Q1
$325K Hold
9,409
0.06% 193
2022
Q4
$257K Hold
9,409
0.05% 204
2022
Q3
$328K Buy
+9,409
New +$328K 0.07% 163