Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-506
Closed -$302K 41
2023
Q4
$302K Sell
506
-11
-2% -$6.56K 0.16% 76
2023
Q3
$264K Buy
+517
New +$264K 0.15% 80