Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,725
Closed -$220K 152
2023
Q4
$220K Sell
1,725
-116
-6% -$14.8K 0.54% 123
2023
Q3
$234K Buy
+1,841
New +$234K 0.65% 95