Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-73
Closed -$17.7K 446
2023
Q3
$17.7K Sell
73
-517
-88% -$125K 0.01% 286
2023
Q2
$142K Hold
590
0.05% 198
2023
Q1
$111K Buy
590
+547
+1,272% +$103K 0.04% 211
2022
Q4
$9.13K Buy
+43
New +$9.13K ﹤0.01% 331