Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-647
Closed -$61K 383
2023
Q3
$61K Buy
647
+17
+3% +$1.6K ﹤0.01% 314
2023
Q2
$70K Buy
+630
New +$70K 0.01% 329
2022
Q3
Sell
-416
Closed -$38K 445
2022
Q2
$38K Buy
+416
New +$38K ﹤0.01% 396