Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-897
Closed -$525K 301
2023
Q4
$525K Buy
897
+34
+4% +$19.9K 0.02% 230
2023
Q3
$449K Sell
863
-2,419
-74% -$1.26M 0.02% 221
2023
Q2
$1.78M Buy
+3,282
New +$1.78M 0.09% 118