Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,021
Closed -$352K 321
2023
Q4
$352K Buy
4,021
+429
+12% +$37.6K 0.12% 141
2023
Q3
$268K Buy
+3,592
New +$268K 0.1% 174