Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-22,820
Closed -$131K 2178
2023
Q4
$131K Sell
22,820
-33
-0.1% -$189 0.01% 865
2023
Q3
$109K Buy
+22,853
New +$109K 0.01% 904