Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,406
Closed -$253K 1541
2023
Q4
$253K Buy
20,406
+7,243
+55% +$90K ﹤0.01% 1216
2023
Q3
$144K Buy
+13,163
New +$144K ﹤0.01% 1208