Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,433
Closed -$371K 311
2023
Q4
$371K Buy
1,433
+174
+14% +$45K 0.05% 226
2023
Q3
$324K Buy
+1,259
New +$324K 0.05% 227