Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-112
Closed -$11.8K 532
2023
Q3
$11.8K Sell
112
-2,415
-96% -$255K ﹤0.01% 418
2023
Q2
$284K Buy
2,527
+220
+10% +$24.7K 0.05% 358
2023
Q1
$250K Buy
+2,307
New +$250K 0.04% 323
2022
Q4
Sell
-112
Closed -$11.8K 451
2022
Q3
$11.8K Buy
+112
New +$11.8K ﹤0.01% 418