Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,912
Closed -$294K 1854
2023
Q4
$294K Buy
3,912
+2,912
+291% +$219K ﹤0.01% 791
2023
Q3
$54K Buy
+1,000
New +$54K ﹤0.01% 1385