Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-354
Closed -$206K 594
2023
Q4
$206K Buy
354
+153
+76% +$88.9K 0.05% 144
2023
Q3
$92.2K Buy
201
+36
+22% +$16.5K 0.03% 192
2023
Q2
$80K Buy
+165
New +$80K 0.02% 207