Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-530
Closed -$64K 75
2023
Q4
$64K Hold
530
0.03% 65
2023
Q3
$63K Buy
530
+90
+20% +$10.7K 0.04% 67
2023
Q2
$58K Buy
+440
New +$58K 0.03% 78