Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,705
Closed -$153K 653
2023
Q4
$153K Sell
11,705
-2,317
-17% -$30.3K 0.05% 512
2023
Q3
$146K Sell
14,022
-556
-4% -$5.77K 0.07% 356
2023
Q2
$165K Buy
+14,578
New +$165K 0.08% 356