Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-38
Closed -$2.84K 894
2023
Q3
$2.84K Sell
38
-2,769
-99% -$207K ﹤0.01% 744
2023
Q2
$166K Hold
2,807
0.01% 325
2023
Q1
$89.5K Buy
2,807
+333
+13% +$10.6K 0.01% 410
2022
Q4
$82.4K Sell
2,474
-1,639
-40% -$54.6K 0.01% 413
2022
Q3
$109K Hold
4,113
0.01% 374
2022
Q2
$118K Buy
+4,113
New +$118K 0.01% 368