Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-931
Closed -$53K 878
2023
Q3
$53K Hold
931
0.02% 464
2023
Q2
$55.6K Sell
931
-772
-45% -$46.1K 0.02% 475
2023
Q1
$108K Hold
1,703
0.03% 337
2022
Q4
$106K Buy
+1,703
New +$106K 0.03% 344