Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,044
Closed -$242K 603
2023
Q4
$242K Buy
11,044
+1,000
+10% +$21.9K 0.01% 462
2023
Q3
$159K Buy
+10,044
New +$159K 0.01% 526