Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,327
Closed -$423K 182
2023
Q4
$423K Buy
19,327
+220
+1% +$4.82K 0.13% 133
2023
Q3
$403K Buy
+19,107
New +$403K 0.14% 116