Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,298
Closed -$50.2K 290
2023
Q4
$50.2K Sell
10,298
-9,416
-48% -$45.9K 0.02% 232
2023
Q3
$98.4K Buy
+19,714
New +$98.4K 0.03% 215