Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,093
Closed -$227K 226
2023
Q4
$227K Sell
2,093
-332
-14% -$36.1K 0.05% 161
2023
Q3
$232K Buy
+2,425
New +$232K 0.07% 140