Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-38
Closed -$1K 535
2023
Q3
$1K Buy
38
+14
+58% +$368 ﹤0.01% 484
2023
Q2
$1K Buy
+24
New +$1K ﹤0.01% 496
2021
Q3
Sell
-470
Closed -$37K 421
2021
Q2
$37K Buy
+470
New +$37K ﹤0.01% 368