Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-314
Closed -$31.7K 902
2023
Q3
$31.7K Hold
314
0.01% 556
2023
Q2
$42.7K Sell
314
-78
-20% -$10.6K 0.01% 518
2023
Q1
$40.7K Hold
392
0.01% 515
2022
Q4
$35K Buy
+392
New +$35K 0.01% 533