Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,276
Closed -$332K 106
2023
Q4
$332K Sell
1,276
-116
-8% -$30.2K 0.17% 68
2023
Q3
$320K Buy
+1,392
New +$320K 0.18% 67