Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,154
Closed -$60K 32
2023
Q3
$60K Buy
+6,154
New +$60K 0.39% 55
2023
Q2
Sell
-2,625
Closed -$24.3K 74
2023
Q1
$24.3K Sell
2,625
-200
-7% -$1.85K 0.15% 59
2022
Q4
$12K Sell
2,825
-3,210
-53% -$13.6K 0.18% 35
2022
Q3
$54K Buy
+6,035
New +$54K 0.79% 28