Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,001
Closed -$17.9K 3101
2023
Q3
$17.9K Sell
15,001
-7,023
-32% -$8.36K ﹤0.01% 2847
2023
Q2
$33.5K Buy
22,024
+3,983
+22% +$6.05K ﹤0.01% 2749
2023
Q1
$28K Buy
18,041
+716
+4% +$1.11K ﹤0.01% 2701
2022
Q4
$33K Buy
+17,325
New +$33K ﹤0.01% 2651