Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,100
Closed -$376K 104
2023
Q4
$376K Sell
3,100
-2,000
-39% -$243K 0.02% 93
2023
Q3
$603K Buy
+5,100
New +$603K 0.03% 89