Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,056
Closed -$19.5K 1034
2023
Q3
$19.5K Hold
1,056
0.01% 648
2023
Q2
$43.6K Hold
1,056
0.01% 511
2023
Q1
$35.7K Buy
1,056
+113
+12% +$3.82K 0.01% 539
2022
Q4
$30K Buy
+943
New +$30K 0.01% 570