Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-590
Closed -$40K 767
2023
Q4
$40K Sell
590
-110
-16% -$7.46K 0.02% 360
2023
Q3
$37K Sell
700
-725
-51% -$38.3K 0.02% 352
2023
Q2
$82K Hold
1,425
0.04% 177
2023
Q1
$71K Buy
+1,425
New +$71K 0.03% 200