Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,600
Closed -$35.1K 749
2023
Q3
$35.1K Buy
3,600
+800
+29% +$7.8K ﹤0.01% 641
2023
Q2
$46.2K Buy
2,800
+800
+40% +$13.2K ﹤0.01% 627
2023
Q1
$18.5K Buy
+2,000
New +$18.5K ﹤0.01% 603