Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,986
Closed -$58K 907
2023
Q3
$58K Hold
1,986
0.02% 448
2023
Q2
$67K Buy
1,986
+41
+2% +$1.38K 0.02% 438
2023
Q1
$61.3K Hold
1,945
0.02% 451
2022
Q4
$51K Buy
+1,945
New +$51K 0.01% 478