Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28,752
Closed -$327K 1723
2023
Q4
$327K Buy
28,752
+16,468
+134% +$187K 0.01% 745
2023
Q3
$132K Buy
+12,284
New +$132K ﹤0.01% 1003