Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-861
Closed -$218K 469
2023
Q4
$218K Buy
861
+60
+7% +$15.2K 0.02% 396
2023
Q3
$212K Sell
801
-18
-2% -$4.77K 0.02% 373
2023
Q2
$203K Sell
819
-87
-10% -$21.6K 0.02% 382
2023
Q1
$207K Buy
+906
New +$207K 0.03% 363