Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-709
Closed -$345K 95
2023
Q4
$345K Buy
709
+2
+0.3% +$974 0.18% 65
2023
Q3
$267K Buy
+707
New +$267K 0.15% 78