Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-785
Closed -$10K 2737
2023
Q4
$10K Sell
785
-22
-3% -$280 0.01% 1598
2023
Q3
$8K Buy
+807
New +$8K 0.01% 1578