Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,677
Closed -$45.2K 911
2023
Q4
$45.2K Buy
3,677
+247
+7% +$3.04K 0.03% 312
2023
Q3
$39.7K Buy
+3,430
New +$39.7K 0.04% 287