Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,108
Closed -$80K 252
2023
Q3
$80K Hold
1,108
0.01% 181
2023
Q2
$131K Hold
1,108
0.01% 155
2023
Q1
$105K Hold
1,108
0.01% 171
2022
Q4
$95K Hold
1,108
0.01% 168
2022
Q3
$70K Hold
1,108
0.01% 170
2022
Q2
$79K Hold
1,108
0.01% 155
2022
Q1
$97K Buy
+1,108
New +$97K 0.01% 149