Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
58
2023
Q3
Hold
0
53
2023
Q2
Hold
0
52
2023
Q1
Sell
-1,182
Closed -$138K 185
2022
Q4
$138K Hold
1,182
0.12% 58
2022
Q3
$98K Hold
1,182
0.07% 75
2022
Q2
$121K Hold
1,182
0.07% 69
2022
Q1
$159K Hold
1,182
0.09% 64
2021
Q4
$197K Buy
+1,182
New +$197K 0.13% 62