Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-561
Closed -$246K 509
2023
Q4
$246K Buy
561
+279
+99% +$122K 0.05% 238
2023
Q3
$112K Buy
+282
New +$112K 0.02% 383