Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,549
Closed -$77.7K 1524
2023
Q3
$77.7K Hold
1,549
﹤0.01% 828
2023
Q2
$72.3K Hold
1,549
﹤0.01% 853
2023
Q1
$69.1K Buy
+1,549
New +$69.1K ﹤0.01% 904