Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-18,924
Closed -$209K 636
2023
Q4
$209K Buy
18,924
+5,896
+45% +$65K 0.07% 423
2023
Q3
$128K Buy
+13,028
New +$128K 0.09% 273