Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,884
Closed -$292K 38
2023
Q4
$292K Buy
1,884
+21
+1% +$3.25K 0.15% 79
2023
Q3
$278K Buy
+1,863
New +$278K 0.16% 76