Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,627
Closed -$250K 429
2023
Q4
$250K Buy
2,627
+33
+1% +$3.14K 0.05% 322
2023
Q3
$266K Buy
+2,594
New +$266K 0.07% 290