Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-29
Closed -$675 2430
2023
Q4
$675 Buy
29
+4
+16% +$93 ﹤0.01% 2011
2023
Q3
$493 Sell
25
-3
-11% -$59 ﹤0.01% 1984
2023
Q2
$635 Sell
28
-1
-3% -$23 ﹤0.01% 2000
2023
Q1
$570 Buy
+29
New +$570 ﹤0.01% 2040