Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-500
Closed -$243K 335
2023
Q3
$243K Hold
500
0.03% 281
2023
Q2
$224K Hold
500
0.03% 309
2023
Q1
$243K Hold
500
0.03% 292
2022
Q4
$256K Hold
500
0.03% 282
2022
Q3
$243K Hold
500
0.03% 275
2022
Q2
$234K Buy
+500
New +$234K 0.05% 195