Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,085
Closed -$270K 50
2023
Q4
$270K Sell
1,085
-7
-0.6% -$1.74K 0.17% 36
2023
Q3
$273K Buy
1,092
+45
+4% +$11.3K 0.21% 28
2023
Q2
$274K Hold
1,047
0.19% 30
2023
Q1
$217K Buy
+1,047
New +$217K 0.16% 34