Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,913
Closed -$208K 86
2023
Q4
$208K Buy
+1,913
New +$208K 0.04% 79
2023
Q3
Sell
-1,855
Closed -$205K 81
2023
Q2
$205K Sell
1,855
-28
-1% -$3.09K 0.05% 68
2023
Q1
$231K Buy
+1,883
New +$231K 0.07% 72