Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-100
Closed -$6K 49
2023
Q4
$6K Sell
100
-875
-90% -$52.5K ﹤0.01% 45
2023
Q3
$47K Sell
975
-525
-35% -$25.3K 0.03% 44
2023
Q2
$75K Buy
+1,500
New +$75K 0.05% 35