Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-999
Closed -$58.9K 951
2023
Q3
$58.9K Hold
999
0.02% 444
2023
Q2
$65K Sell
999
-47
-4% -$3.06K 0.02% 445
2023
Q1
$57.6K Hold
1,046
0.02% 462
2022
Q4
$55K Buy
+1,046
New +$55K 0.02% 469