Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-350
Closed -$209K 102
2023
Q4
$209K Sell
350
-81
-19% -$48.3K 0.1% 102
2023
Q3
$220K Buy
+431
New +$220K 0.08% 139