Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,946
Closed -$25.4K 260
2023
Q3
$25.4K Sell
14,946
-72,449
-83% -$123K ﹤0.01% 229
2023
Q2
$91.8K Buy
87,395
+41,859
+92% +$44K 0.01% 240
2023
Q1
$54.6K Buy
45,536
+1,107
+2% +$1.33K 0.01% 236
2022
Q4
$66.6K Buy
+44,429
New +$66.6K 0.02% 149