Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,397
Closed -$262K 158
2023
Q4
$262K Sell
1,397
-8
-0.6% -$1.5K 0.13% 80
2023
Q3
$243K Buy
+1,405
New +$243K 0.16% 69