Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,800
Closed -$188K 1411
2023
Q4
$188K Buy
13,800
+2,750
+25% +$37.4K ﹤0.01% 1269
2023
Q3
$168K Buy
+11,050
New +$168K ﹤0.01% 1239