Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-404
Closed -$52.2K 1001
2023
Q3
$52.2K Sell
404
-25
-6% -$3.23K 0.02% 467
2023
Q2
$58.7K Sell
429
-517
-55% -$70.7K 0.02% 462
2023
Q1
$120K Buy
946
+25
+3% +$3.16K 0.03% 315
2022
Q4
$95K Buy
+921
New +$95K 0.03% 368