Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,521
Closed -$131K 993
2023
Q3
$131K Sell
2,521
-5,870
-70% -$305K ﹤0.01% 612
2023
Q2
$447K Buy
8,391
+8,254
+6,025% +$440K 0.01% 437
2023
Q1
$6.78K Buy
137
+80
+140% +$3.96K ﹤0.01% 955
2022
Q4
$2.67K Buy
+57
New +$2.67K ﹤0.01% 1253