Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,203
Closed -$153K 88
2023
Q4
$153K Sell
10,203
-1,313
-11% -$19.7K 0.06% 79
2023
Q3
$121K Hold
11,516
0.05% 73
2023
Q2
$110K Hold
11,516
0.05% 78
2023
Q1
$107K Buy
+11,516
New +$107K 0.05% 76