Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,222
Closed -$98.5K 304
2023
Q4
$98.5K Sell
10,222
-50
-0.5% -$482 0.08% 155
2023
Q3
$94.1K Sell
10,272
-901
-8% -$8.25K 0.08% 151
2023
Q2
$112K Sell
11,173
-1,893
-14% -$18.9K 0.07% 169
2023
Q1
$149K Buy
+13,066
New +$149K 0.1% 155