Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,846
Closed -$211K 148
2023
Q4
$211K Sell
3,846
-297
-7% -$16.3K 0.52% 132
2023
Q3
$214K Buy
+4,143
New +$214K 0.59% 115