Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-118
Closed -$21.2K 803
2023
Q3
$21.2K Hold
118
0.01% 378
2023
Q2
$27K Hold
118
0.01% 349
2023
Q1
$23K Sell
118
-7
-6% -$1.36K 0.01% 363
2022
Q4
$20.5K Buy
125
+7
+6% +$1.15K 0.01% 381
2022
Q3
$18K Hold
118
0.01% 346
2022
Q2
$17K Buy
+118
New +$17K 0.01% 354