Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,485
Closed -$214K 495
2023
Q4
$214K Buy
1,485
+21
+1% +$3.03K 0.03% 406
2023
Q3
$224K Buy
+1,464
New +$224K 0.05% 344