Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-687
Closed -$34.3K 978
2023
Q3
$34.3K Hold
687
0.01% 538
2023
Q2
$35.3K Hold
687
0.01% 551
2023
Q1
$38.1K Sell
687
-260
-27% -$14.4K 0.01% 530
2022
Q4
$50K Buy
+947
New +$50K 0.01% 479