Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,838
Closed -$488K 754
2023
Q4
$488K Sell
2,838
-84
-3% -$14.5K ﹤0.01% 630
2023
Q3
$432K Buy
+2,922
New +$432K ﹤0.01% 653