Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-714
Closed -$31.8K 1042
2023
Q3
$31.8K Hold
714
0.01% 553
2023
Q2
$37.3K Hold
714
0.01% 542
2023
Q1
$42.5K Hold
714
0.01% 508
2022
Q4
$35K Buy
+714
New +$35K 0.01% 536