Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,780
Closed -$59.4K 80
2023
Q3
$59.4K Sell
4,780
-1,020
-18% -$12.7K 0.28% 37
2023
Q2
$87.8K Buy
5,800
+1,800
+45% +$27.2K 0.2% 46
2023
Q1
$50.4K Buy
+4,000
New +$50.4K 0.16% 56
2019
Q3
Sell
-12,000
Closed -$123K 143
2019
Q2
$123K Buy
+12,000
New +$123K 0.16% 62