Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-520
Closed -$214K 375
2023
Q4
$214K Buy
+520
New +$214K 0.13% 193
2023
Q2
Sell
-688
Closed -$245K 415
2023
Q1
$245K Buy
+688
New +$245K 0.12% 213