Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,600
Closed -$72.5K 909
2023
Q3
$72.5K Sell
13,600
-600
-4% -$3.2K ﹤0.01% 1150
2023
Q2
$133K Hold
14,200
﹤0.01% 1134
2023
Q1
$123K Sell
14,200
-6,000
-30% -$51.9K ﹤0.01% 1228
2022
Q4
$143K Buy
20,200
+6,000
+42% +$42.4K 0.01% 1167
2022
Q3
$141K Hold
14,200
0.01% 1157
2022
Q2
$101K Buy
+14,200
New +$101K ﹤0.01% 1208