Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,978
Closed -$50.5K 507
2023
Q4
$50.5K Buy
+15,978
New +$50.5K 0.02% 136
2023
Q3
Sell
-16,753
Closed -$149K 139
2023
Q2
$149K Buy
+16,753
New +$149K 0.08% 124