Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,659
Closed -$276K 949
2023
Q3
$276K Buy
11,659
+2,040
+21% +$48.3K 0.02% 643
2023
Q2
$235K Sell
9,619
-103
-1% -$2.52K 0.02% 678
2023
Q1
$224K Sell
9,722
-200
-2% -$4.61K 0.01% 759
2022
Q4
$216K Hold
9,922
0.02% 649
2022
Q3
$202 Buy
+9,922
New +$202 0.01% 646
2022
Q2
Sell
-8,000
Closed -$203K 727
2022
Q1
$203K Buy
+8,000
New +$203K 0.02% 618