Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-200
Closed -$21K 257
2023
Q4
$21K Sell
200
-185
-48% -$19.4K 0.01% 218
2023
Q3
$33K Hold
385
0.01% 189
2023
Q2
$39K Hold
385
0.02% 186
2023
Q1
$36K Buy
+385
New +$36K 0.02% 187