Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-34,974
Closed -$118K 138
2023
Q3
$118K Sell
34,974
-1,761
-5% -$5.94K 0.02% 99
2023
Q2
$246K Buy
36,735
+11,797
+47% +$78.9K 0.04% 116
2023
Q1
$192K Buy
24,938
+8,938
+56% +$68.8K 0.03% 129
2022
Q4
$135K Buy
+16,000
New +$135K 0.02% 173