Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,300
Closed -$122K 608
2023
Q4
$122K Sell
15,300
-3,788
-20% -$30.2K 0.03% 589
2023
Q3
$124K Buy
+19,088
New +$124K 0.04% 418