Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,773
Closed -$95.7K 561
2023
Q4
$95.7K Sell
13,773
-8,357
-38% -$58.1K 0.03% 550
2023
Q3
$131K Buy
22,130
+9,563
+76% +$56.4K 0.07% 371
2023
Q2
$104K Buy
+12,567
New +$104K 0.05% 400