Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-76
Closed -$8.56K 284
2023
Q3
$8.56K Hold
76
﹤0.01% 230
2023
Q2
$8.56K Hold
76
﹤0.01% 219
2023
Q1
$7.96K Hold
76
﹤0.01% 220
2022
Q4
$8.4K Hold
76
﹤0.01% 195
2022
Q3
$7K Hold
76
﹤0.01% 215
2022
Q2
$6K Buy
76
+2
+3% +$158 ﹤0.01% 228
2022
Q1
$6K Buy
+74
New +$6K ﹤0.01% 242
2016
Q4
Sell
-3,763
Closed -$197K 315
2016
Q3
$197K Buy
+3,763
New +$197K 0.13% 124