Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-18,549
Closed -$362K 1169
2023
Q3
$362K Buy
18,549
+6,862
+59% +$134K ﹤0.01% 851
2023
Q2
$239K Buy
11,687
+1
+0% +$20 ﹤0.01% 968
2023
Q1
$206K Sell
11,686
-1
-0% -$18 ﹤0.01% 978
2022
Q4
$143K Hold
11,687
﹤0.01% 1020
2022
Q3
$93K Buy
11,687
+8,887
+317% +$70.7K ﹤0.01% 995
2022
Q2
$32K Hold
2,800
﹤0.01% 1009
2022
Q1
$48K Buy
+2,800
New +$48K ﹤0.01% 1048