Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-36,248
Closed -$113K 629
2023
Q3
$113K Hold
36,248
0.01% 553
2023
Q2
$166K Sell
36,248
-9,403
-21% -$43.2K 0.02% 514
2023
Q1
$226K Buy
+45,651
New +$226K 0.03% 495
2022
Q3
Sell
-16,080
Closed -$76K 996
2022
Q2
$76K Buy
+16,080
New +$76K 0.01% 902