Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,841
Closed -$226K 189
2023
Q3
$226K Sell
5,841
-196
-3% -$7.59K 0.09% 155
2023
Q2
$213K Hold
6,037
0.08% 183
2023
Q1
$229K Hold
6,037
0.09% 164
2022
Q4
$211K Buy
+6,037
New +$211K 0.09% 182