Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-973
Closed -$4.3K 281
2023
Q3
$4.3K Sell
973
-146
-13% -$645 ﹤0.01% 258
2023
Q2
$6.85K Buy
1,119
+200
+22% +$1.22K ﹤0.01% 261
2023
Q1
$5.15K Buy
+919
New +$5.15K ﹤0.01% 253