Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,544
Closed -$229K 847
2023
Q4
$229K Buy
13,544
+303
+2% +$5.13K 0.04% 345
2023
Q3
$118K Hold
13,241
0.03% 407
2023
Q2
$157K Hold
13,241
0.03% 386
2023
Q1
$148K Buy
+13,241
New +$148K 0.04% 213