Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,089
Closed -$284K 217
2023
Q4
$284K Buy
+1,089
New +$284K 0.02% 159
2023
Q3
Sell
-1,177
Closed -$249K 185
2023
Q2
$249K Sell
1,177
-93
-7% -$19.6K 0.02% 158
2023
Q1
$270K Buy
+1,270
New +$270K 0.03% 151