Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,050
Closed -$106K 278
2023
Q3
$106K Buy
+3,050
New +$106K 0.02% 202
2023
Q2
Sell
-3,400
Closed -$88.4K 386
2023
Q1
$88.4K Buy
+3,400
New +$88.4K 0.02% 223
2022
Q4
Hold
0
285
2022
Q3
Hold
0
340
2022
Q2
Hold
0
397
2021
Q4
Hold
0
435
2021
Q3
Hold
0
457